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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $40,658 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,278 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $95,869 | $72,607+32.0% | $90,749+5.6% | $66,914+43.3% |
| Participation rate | 97.5% | 73.7%+23.8pp | 75.7%+21.8pp | 69.8%+27.7pp |
| Annual return | -16.63% | -12.28%-4.3pp | -12.16%-4.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $3,640 | $2,369+53.6% | $2,921+24.6% | $2,544+43.1% |
| Participant deferral / active EE | $7,134 | $3,977+79.4% | $4,564+56.3% | $4,237+68.4% |
| Admin fee / account holder | $178 | $707-74.9% | $8,445-97.9% | $593-70.0% |