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 | $211,776 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $76,261 |
COHN REZNICK LLP5+ years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $38,802 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,562 | $40,984+169.8% | $90,951+21.6% | $93,223+18.6% |
| Participation rate | 87.2% | 59.7%+27.5pp | 69.0%+18.2pp | 74.9%+12.3pp |
| Annual return | 19.99% | 17.56%+2.4pp | 134.60%-114.6pp | 19.29%+0.7pp |
| Employer contribution / active EE | $2,691 | $840+220.4% | $2,122+26.8% | $2,680+0.4% |
| Participant deferral / active EE | $5,358 | $1,856+188.7% | $3,373+58.9% | $4,563+17.4% |
| Admin fee / account holder | $56 | $75-25.5% | $5,959-99.1% | $79-29.3% |