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 | $53,587 |
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) | $35,694 |
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 | $51,374 | $30,588+68.0% | $53,898-4.7% | $85,563-40.0% |
| Participation rate | 85.0% | 26.3%+58.7pp | 55.0%+30.1pp | 66.0%+19.1pp |
| Annual return | 13.45% | 50.42%-37.0pp | 528.60%-515.2pp | 31.51%-18.1pp |
| Employer contribution / active EE | $1,476 | $436+238.6% | $932+58.4% | $2,654-44.4% |
| Participant deferral / active EE | $3,202 | $848+277.6% | $1,826+75.3% | $4,375-26.8% |
| Admin fee / account holder | $241 | $1,879-87.2% | $2,491-90.3% | $834-71.2% |