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 LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $108,644 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,316 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,130 | $82,202-7.4% | $125,339-39.3% | $64,808+17.5% |
| Participation rate | 96.5% | 77.9%+18.6pp | 82.4%+14.1pp | 71.5%+25.0pp |
| Annual return | -19.18% | 3.48%-22.7pp | 572.05%-591.2pp | 32.82%-52.0pp |
| Employer contribution / active EE | $5,339 | $3,615+47.7% | $4,814+10.9% | $2,506+113.1% |
| Participant deferral / active EE | $13,829 | $7,175+92.7% | $7,446+85.7% | $4,310+220.8% |
| Admin fee / account holder | $148 | $163-9.4% | $10,010-98.5% | $188-21.3% |