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 9-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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $19,002 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,649 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,937 | $88,083-29.7% | $164,813-62.4% | $74,495-16.9% |
| Participation rate | 98.0% | 73.0%+25.0pp | 78.6%+19.4pp | 67.2%+30.8pp |
| Annual return | 11.86% | 17.26%-5.4pp | 69.93%-58.1pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $3,123 | $2,593+20.4% | $4,341-28.1% | $2,623+19.1% |
| Participant deferral / active EE | $5,743 | $4,498+27.7% | $6,031-4.8% | $4,346+32.2% |
| Admin fee / account holder | $283 | $2,234-87.3% | $12,690-97.8% | $1,942-85.4% |