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 LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $49,711 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,524 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,985 | $46,292-43.9% | $143,757-81.9% | $64,808-59.9% |
| Participation rate | 56.0% | 64.2%-8.2pp | 80.3%-24.3pp | 71.5%-15.5pp |
| Annual return | -16.30% | -10.05%-6.3pp | -0.04%-16.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,794 | $1,910-6.1% | $4,951-63.8% | $2,506-28.4% |
| Participant deferral / active EE | $3,360 | $2,646+27.0% | $5,637-40.4% | $4,310-22.0% |
| Admin fee / account holder | $269 | $154+75.0% | $14,673-98.2% | $188+43.3% |