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, LLC4 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,000 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,777 |
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 | $62,304 | $35,197+77.0% | $53,898+15.6% | $102,872-39.4% |
| Participation rate | 23.3% | 29.6%-6.3pp | 55.0%-31.7pp | 73.0%-49.7pp |
| Annual return | 15.82% | 17.55%-1.7pp | 528.60%-512.8pp | 19.06%-3.2pp |
| Employer contribution / active EE | $515 | $713-27.7% | $932-44.7% | $3,526-85.4% |
| Participant deferral / active EE | $1,116 | $1,333-16.3% | $1,826-38.9% | $5,535-79.8% |
| Admin fee / account holder | $127 | $834-84.8% | $2,491-94.9% | $292-56.6% |