Filed September 12, 2024
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 42-0127290 | Contract Administrator | $296,204 |
Filed as: CAP FINANCIAL PARTNERS, Service code 13 · EIN 26-0058143 | Contract Administrator | $28,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,019 | $48,447-46.3% | $91,220-71.5% | $89,394-70.9% |
| Participation rate | 36.8% | 46.5%-9.6pp | 73.2%-36.4pp | 71.3%-34.4pp |
| Annual return | -12.75% | -13.16%+0.4pp | 114.01%-126.8pp | -11.89%-0.9pp |
| Employer contribution / active EE | $950 | $1,115-14.8% | $2,850-66.7% | $3,022-68.6% |
| Participant deferral / active EE | $1,601 | $2,235-28.4% | $4,234-62.2% | $5,123-68.8% |
| Admin fee / account holder | $44 | $61-27.1% | $5,420-99.2% | $79-44.0% |