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 |
|---|---|---|
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $71,641 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $32,490 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $308,242 | $77,813+296.1% | $123,544+149.5% | $64,186+380.2% |
| Participation rate | 82.5% | 74.7%+7.8pp | 82.3%+0.2pp | 69.6%+12.9pp |
| Annual return | -4.62% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $12,582 | $3,014+317.5% | $4,628+171.9% | $2,381+428.5% |
| Participant deferral / active EE | $12,955 | $5,240+147.2% | $6,426+101.6% | $3,470+273.4% |
| Admin fee / account holder | $1,461 | $5,519-73.5% | $9,284-84.3% | $4,888-70.1% |