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, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,000 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,486 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,678 | $71,516+92.5% | $98,439+39.9% | $71,457+92.7% |
| Participation rate | 88.5% | 72.7%+15.8pp | 75.2%+13.3pp | 67.9%+20.6pp |
| Annual return | 16.45% | 32.41%-16.0pp | 21.16%-4.7pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,302 | $2,399-45.7% | $3,048-57.3% | $2,588-49.7% |
| Participant deferral / active EE | $6,570 | $4,109+59.9% | $4,738+38.7% | $4,289+53.2% |
| Admin fee / account holder | $365 | $1,675-78.2% | $8,948-95.9% | $1,587-77.0% |