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 | $69,320 |
CAP FINANCIAL PARTNERS, LLC4 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 | $70,330 | $82,917-15.2% | $103,333-31.9% | $77,643-9.4% |
| Participation rate | 96.6% | 71.6%+25.0pp | 74.5%+22.1pp | 70.6%+26.0pp |
| Annual return | 25.39% | 19.13%+6.3pp | 24.88%+0.5pp | 31.24%-5.9pp |
| Employer contribution / active EE | $1,664 | $3,552-53.1% | $3,868-57.0% | $2,726-39.0% |
| Participant deferral / active EE | $3,696 | $4,108-10.0% | $5,057-26.9% | $4,647-20.5% |
| Admin fee / account holder | $280 | $638-56.2% | $8,355-96.7% | $430-35.0% |