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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $75,697 |
CAP FINANCIAL PARTNERS, LLC5 years Filed as: CAP TRUST FINANCIAL ADVISOR Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,788 | $95,880-27.2% | $107,525-35.1% | $85,563-18.4% |
| Participation rate | 96.3% | 70.1%+26.1pp | 75.1%+21.2pp | 66.0%+30.3pp |
| Annual return | 20.67% | 68.06%-47.4pp | 181.32%-160.6pp | 31.51%-10.8pp |
| Employer contribution / active EE | $1,452 | $3,812-61.9% | $3,754-61.3% | $2,654-45.3% |
| Participant deferral / active EE | $3,218 | $4,201-23.4% | $5,116-37.1% | $4,375-26.4% |
| Admin fee / account holder | $248 | $1,025-75.9% | $8,919-97.2% | $834-70.3% |