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 | $74,696 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP TRUST FINANCIAL ADVISOR Service code 16 · EIN 26-0058143 | Consulting | $40,000 |
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 | $50,777 | $106,236-52.2% | $112,228-54.8% | $64,808-21.7% |
| Participation rate | 96.1% | 71.7%+24.4pp | 75.1%+21.0pp | 71.5%+24.6pp |
| Annual return | -16.46% | -6.02%-10.4pp | 27.45%-43.9pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,489 | $3,166-53.0% | $3,635-59.0% | $2,506-40.6% |
| Participant deferral / active EE | $3,353 | $3,785-11.4% | $4,728-29.1% | $4,310-22.2% |
| Admin fee / account holder | $295 | $452-34.7% | $6,410-95.4% | $188+57.0% |