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) | $161,829 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,952 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $75 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,688 | $122,186-10.2% | $146,958-25.4% | $199,593-45.0% |
| Participation rate | 94.0% | 78.3%+15.7pp | 82.2%+11.8pp | 72.0%+22.0pp |
| Annual return | 56.42% | 30.56%+25.9pp | 418.34%-361.9pp | 34.25%+22.2pp |
| Employer contribution / active EE | $5,481 | $4,093+33.9% | $4,933+11.1% | $3,034+80.6% |
| Participant deferral / active EE | $14,959 | $8,502+75.9% | $8,070+85.4% | $5,087+194.1% |
| Admin fee / account holder | $244 | $179+36.3% | $12,998-98.1% | $269-9.4% |