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 LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $65,488 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,583 |
Filed as: OSBORNE & ASSOCIATES INC Service code 13 4216 KIERNAN AVE AVE 201 · MODESTO, CA 95356 | Contract Administrator | $13,998 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,038 | $91,407+17.1% | $135,903-21.2% | $71,457+49.8% |
| Participation rate | 91.9% | 75.7%+16.3pp | 81.9%+10.0pp | 67.9%+24.0pp |
| Annual return | 18.28% | 29.90%-11.6pp | 68.23%-50.0pp | 28.85%-10.6pp |
| Employer contribution / active EE | $5,074 | $3,703+37.0% | $4,856+4.5% | $2,588+96.1% |
| Participant deferral / active EE | $11,949 | $7,092+68.5% | $7,758+54.0% | $4,289+178.6% |
| Admin fee / account holder | $784 | $1,266-38.0% | $10,762-92.7% | $1,587-50.6% |