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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,277 |
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) | $32,659 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,510 | $26,114+62.8% | $58,482-27.3% | $74,419-42.9% |
| Participation rate | 99.7% | 32.1%+67.5pp | 50.9%+48.8pp | 70.7%+28.9pp |
| Annual return | 13.80% | 32.51%-18.7pp | 4239.32%-4225.5pp | 34.38%-20.6pp |
| Employer contribution / active EE | $1,555 | $536+190.3% | $1,053+47.6% | $2,637-41.1% |
| Participant deferral / active EE | $3,421 | $1,075+218.4% | $1,924+77.8% | $4,528-24.4% |
| Admin fee / account holder | $211 | $649-67.5% | $2,516-91.6% | $348-39.3% |