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 LLC6 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $54,095 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,165 |
AMERICAN FUNDS3 years Filed as: ADVANCE BEVERAGE COMPANY, INC. Service code 99 PO BOX 9517 · BAKERSFIELD, CA 93389 | Other Fees | $18,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $152,115 | $96,484+57.7% | $156,263-2.7% | $74,304+104.7% |
| Participation rate | 77.2% | 67.7%+9.5pp | 78.9%-1.7pp | 60.3%+16.9pp |
| Annual return | 9.30% | 17.73%-8.4pp | 59.47%-50.2pp | 29.43%-20.1pp |
| Employer contribution / active EE | $1,826 | $2,528-27.8% | $4,333-57.9% | $2,241-18.5% |
| Participant deferral / active EE | $2,078 | $4,286-51.5% | $6,158-66.3% | $3,767-44.8% |
| Admin fee / account holder | $676 | $3,728-81.9% | $14,255-95.3% | $2,969-77.2% |