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 LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,810 |
NATIONWIDE1 year Filed as: NATIOWIDE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,410 | $54,350+42.4% | $82,719-6.4% | $68,494+13.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.74% | -13.67%-3.1pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $13,946 | $2,218+528.8% | $3,009+363.5% | $2,596+437.2% |
| Participant deferral / active EE | $7,514 | $3,246+131.5% | $4,395+71.0% | $4,027+86.6% |
| Admin fee / account holder | $231 | $4,395-94.7% | $5,329-95.7% | $5,403-95.7% |