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 | $59,501 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP TRUST FINANCIAL ADVISOR Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,019 | $92,971-41.9% | $96,683-44.1% | $74,419-27.4% |
| Participation rate | 95.3% | 71.5%+23.8pp | 74.3%+21.0pp | 70.7%+24.6pp |
| Annual return | 13.70% | 37.49%-23.8pp | 35.69%-22.0pp | 34.38%-20.7pp |
| Employer contribution / active EE | $1,559 | $3,426-54.5% | $3,737-58.3% | $2,637-40.9% |
| Participant deferral / active EE | $3,448 | $3,970-13.1% | $4,878-29.3% | $4,528-23.8% |
| Admin fee / account holder | $148 | $633-76.6% | $6,730-97.8% | $348-57.3% |