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, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $80,702 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $19,451 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $65,331 | $55,790+17.1% | $76,817-15.0% | $67,579-3.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 72.1%+27.9pp | 71.3%+28.7pp |
| Annual return | 18.96% | 64.45%-45.5pp | 1166.11%-1147.1pp | 378.56%-359.6pp |
| Employer contribution / active EE | $1,254 | $1,810-30.7% | $2,302-45.5% | $2,148-41.6% |
| Participant deferral / active EE | $2,355 | $2,875-18.1% | $3,336-29.4% | $3,539-33.5% |
| Admin fee / account holder | $157 | $159-1.6% | $6,420-97.6% | $142+10.0% |