See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $216,582 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,791 |
BRYAN CAVE LLP1 year Service code 27 · EIN 43-0602162 | Advisory (Plan) | $21,430 |
Service code 49 · EIN 30-0840934 | Other Services | $9,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,127 | $105,247-28.6% | $87,100-13.7% | $77,787-3.4% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 19.08% | 24.52%-5.4pp | 28.19%-9.1pp | 32.57%-13.5pp |
| Employer contribution / active EE | $1,729 | $2,895-40.3% | $2,521-31.4% | $2,504-31.0% |
| Participant deferral / active EE | $4,588 | $5,060-9.3% | $4,049+13.3% | $3,967+15.6% |
| Admin fee / account holder | $141 | $104+35.0% | $7,497-98.1% | $100+40.9% |