Filed April 16, 2019
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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC1+ years Service code 16 · EIN 26-0058143 | Consulting | $55,625 |
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 | $80,427 | $86,791-7.3% | $115,037-30.1% | $59,188+35.9% |
| Participation rate | 78.9% | 72.8%+6.0pp | 81.4%-2.5pp | 69.4%+9.4pp |
| Annual return | 3.50% | 4.44%-0.9pp | 26.14%-22.6pp | 5.51%-2.0pp |
| Employer contribution / active EE | $0 | $2,950-100.0% | $4,608-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $6,457 | $5,298+21.9% | $6,026+7.1% | $3,265+97.8% |
| Admin fee / account holder | $23 | $95-75.7% | $8,175-99.7% | $92-75.0% |