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 8-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 Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,000 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,219 | $26,906+38.3% | $61,373-39.4% | $77,904-52.2% |
| Participation rate | 17.3% | 33.4%-16.1pp | 52.6%-35.2pp | 73.7%-56.4pp |
| Annual return | -17.87% | -14.46%-3.4pp | 338.61%-356.5pp | 12.21%-30.1pp |
| Employer contribution / active EE | $365 | $521-29.9% | $1,159-68.5% | $2,848-87.2% |
| Participant deferral / active EE | $713 | $1,180-39.6% | $2,125-66.5% | $4,806-85.2% |
| Admin fee / account holder | $84 | $117-28.2% | $2,130-96.1% | $133-36.6% |