Filed June 2, 2026 (most recent of 3 filings on file)
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 Filed as: CAP FINANCIAL PARTNERS LLC Service code 16 · EIN 26-0058143 | Consulting | $34,219 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,117 |
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 | $98,271 | $37,117+164.8% | $147,614-33.4% | $55,191+78.1% |
| Participation rate | 92.0% | 63.6%+28.3pp | 84.6%+7.3pp | 69.2%+22.8pp |
| Annual return | 1.16% | 3.44%-2.3pp | 61.98%-60.8pp | 10.78%-9.6pp |
| Employer contribution / active EE | $6,392 | $1,620+294.5% | $5,564+14.9% | $1,899+236.7% |
| Participant deferral / active EE | $4,099 | $1,985+106.4% | $4,895-16.3% | $3,046+34.5% |
| Admin fee / account holder | $66 | $86-22.9% | $11,611-99.4% | $91-27.3% |