See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $57,071 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,459 | $50,982+0.9% | $154,803-66.8% | $85,563-39.9% |
| Participation rate | 57.7% | 59.8%-2.1pp | 78.1%-20.4pp | 66.0%-8.3pp |
| Annual return | 23.76% | 30.35%-6.6pp | 58.88%-35.1pp | 31.51%-7.8pp |
| Employer contribution / active EE | $2,002 | $1,708+17.2% | $4,305-53.5% | $2,654-24.6% |
| Participant deferral / active EE | $3,478 | $2,474+40.6% | $5,540-37.2% | $4,375-20.5% |
| Admin fee / account holder | $307 | $846-63.7% | $14,329-97.9% | $834-63.2% |