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 10-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 LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $67,452 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,891 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,345 | $101,317+11.9% | $146,958-22.9% | $74,495+52.2% |
| Participation rate | 94.8% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.6pp |
| Annual return | 15.14% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $4,646 | $3,810+21.9% | $4,933-5.8% | $2,623+77.1% |
| Participant deferral / active EE | $11,723 | $7,303+60.5% | $8,070+45.3% | $4,346+169.8% |
| Admin fee / account holder | $428 | $1,739-75.4% | $12,998-96.7% | $1,942-78.0% |