See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,500 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,653 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,016 | $86,944+79.4% | $107,525+45.1% | $74,304+110.0% |
| Participation rate | 95.8% | 59.6%+36.2pp | 75.1%+20.7pp | 60.3%+35.4pp |
| Annual return | 13.27% | 23.52%-10.2pp | 181.32%-168.0pp | 29.43%-16.2pp |
| Employer contribution / active EE | $4,105 | $2,757+48.9% | $3,754+9.4% | $2,241+83.2% |
| Participant deferral / active EE | $10,702 | $3,554+201.1% | $5,116+109.2% | $3,767+184.1% |
| Admin fee / account holder | $336 | $3,727-91.0% | $8,919-96.2% | $2,969-88.7% |