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 | $193,429 |
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) | $107,154 |
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 | $103,494 | $95,274+8.6% | $135,903-23.8% | $74,419+39.1% |
| Participation rate | 94.2% | 78.2%+16.1pp | 81.9%+12.3pp | 70.7%+23.5pp |
| Annual return | 22.11% | 32.77%-10.7pp | 68.23%-46.1pp | 34.38%-12.3pp |
| Employer contribution / active EE | $5,963 | $3,874+53.9% | $4,856+22.8% | $2,637+126.1% |
| Participant deferral / active EE | $16,298 | $7,782+109.4% | $7,758+110.1% | $4,528+259.9% |
| Admin fee / account holder | $254 | $266-4.4% | $10,762-97.6% | $348-26.9% |