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 15 · EIN 13-3689044 | Recordkeeping | $80,151 |
Filed as: CAP TRUST FINANCIAL ADVISOR Service code 16 · EIN 20-4455433 | Consulting | $43,333 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,873 | $78,275-24.8% | $109,143-46.1% | $86,799-32.2% |
| Participation rate | 97.6% | 73.8%+23.7pp | 75.9%+21.7pp | 72.3%+25.3pp |
| Annual return | 19.53% | 19.14%+0.4pp | 25.75%-6.2pp | 97.91%-78.4pp |
| Employer contribution / active EE | $1,326 | $3,105-57.3% | $3,722-64.4% | $2,405-44.9% |
| Participant deferral / active EE | $3,010 | $3,641-17.3% | $4,653-35.3% | $4,131-27.1% |
| Admin fee / account holder | $307 | $198+54.8% | $6,752-95.5% | $170+81.2% |