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 13 · EIN 06-1050034 | Contract Administrator | $115,303 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 15 · EIN 26-0058143 | Recordkeeping | $40,441 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $114,657 | $72,658+57.8% | $127,761-10.3% | $67,579+69.7% |
| Participation rate | 96.7% | 80.0%+16.8pp | 79.0%+17.7pp | 71.3%+25.4pp |
| Annual return | 18.28% | 26.49%-8.2pp | 26.14%-7.9pp | 378.56%-360.3pp |
| Employer contribution / active EE | $1,824 | $3,988-54.3% | $4,574-60.1% | $2,148-15.1% |
| Participant deferral / active EE | $6,356 | $5,383+18.1% | $6,021+5.6% | $3,539+79.6% |
| Admin fee / account holder | $170 | $127+34.2% | $9,395-98.2% | $142+19.7% |