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) | $54,360 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,628 |
AMERICAN FUNDS2 years Filed as: ADVANCE BEVERAGE COMPANY, INC. Service code 99 PO BOX 9517 · BAKERSFIELD, CA 93389 | Other Fees | $17,300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $126,269 | $88,083+43.4% | $164,813-23.4% | $74,495+69.5% |
| Participation rate | 78.3% | 73.0%+5.3pp | 78.6%-0.3pp | 67.2%+11.1pp |
| Annual return | 19.72% | 17.26%+2.5pp | 69.93%-50.2pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $2,114 | $2,593-18.5% | $4,341-51.3% | $2,623-19.4% |
| Participant deferral / active EE | $1,981 | $4,498-56.0% | $6,031-67.2% | $4,346-54.4% |
| Admin fee / account holder | $536 | $2,234-76.0% | $12,690-95.8% | $1,942-72.4% |