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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC4 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 26 · EIN 26-0058143 740 UNIVERSITY AVENUE · SACRAMENTO, CA 95825 | Advisory (Participants) | $66,317 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 38 · EIN 35-0145825 P.O. BOX 368 · INDIANAPOLIS, IN 462060368 | Participant Communication | $20,604 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,301 | $82,917+4.1% | $103,333-16.5% | $77,643+11.2% |
| Participation rate | 47.3% | 71.6%-24.2pp | 74.5%-27.2pp | 70.6%-23.2pp |
| Annual return | 14.29% | 19.13%-4.8pp | 24.88%-10.6pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,410 | $3,552-60.3% | $3,868-63.5% | $2,726-48.3% |
| Participant deferral / active EE | $2,477 | $4,108-39.7% | $5,057-51.0% | $4,647-46.7% |
| Admin fee / account holder | $444 | $638-30.4% | $8,355-94.7% | $430+3.2% |