See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,909 |
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 | $42,860 | $30,147+42.2% | $58,482-26.7% | $80,160-46.5% |
| Participation rate | 19.6% | 34.4%-14.8pp | 50.9%-31.2pp | 72.9%-53.3pp |
| Annual return | 19.46% | 21.97%-2.5pp | 4239.32%-4219.9pp | 40.38%-20.9pp |
| Employer contribution / active EE | $409 | $528-22.4% | $1,053-61.1% | $2,978-86.3% |
| Participant deferral / active EE | $813 | $1,249-35.0% | $1,924-57.8% | $5,017-83.8% |
| Admin fee / account holder | $85 | $195-56.6% | $2,516-96.6% | $145-41.7% |