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 9-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 | $14,114 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $9,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $175,763 | $56,972+208.5% | $182,532-3.7% | $65,185+169.6% |
| Participation rate | 97.2% | 66.5%+30.7pp | 78.0%+19.2pp | 70.2%+27.0pp |
| Annual return | 23.37% | 27.67%-4.3pp | 148.54%-125.2pp | 29.38%-6.0pp |
| Employer contribution / active EE | $4,627 | $1,615+186.6% | $4,076+13.5% | $2,177+112.6% |
| Participant deferral / active EE | $13,525 | $3,526+283.6% | $5,524+144.8% | $3,514+284.9% |
| Admin fee / account holder | $168 | $528-68.2% | $8,592-98.0% | $847-80.2% |