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, LLC3 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,000 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,891 |
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 | $159,939 | $79,171+102.0% | $102,423+56.2% | $74,495+114.7% |
| Participation rate | 91.2% | 74.8%+16.4pp | 76.5%+14.7pp | 67.2%+24.0pp |
| Annual return | 14.88% | 54.93%-40.1pp | 29.32%-14.4pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,375 | $2,362+0.5% | $3,023-21.4% | $2,623-9.5% |
| Participant deferral / active EE | $6,827 | $4,415+54.6% | $5,053+35.1% | $4,346+57.1% |
| Admin fee / account holder | $416 | $2,001-79.2% | $9,451-95.6% | $1,942-78.6% |