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 3-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, LLC. Service code 49 109 INTERNATIONAL DR · FRANKLIN, TN 37067 | Other Services | $51,359 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $47,911 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,537 | $95,274+15.0% | $135,903-19.4% | $74,419+47.2% |
| Participation rate | 98.9% | 78.2%+20.7pp | 81.9%+17.0pp | 70.7%+28.1pp |
| Annual return | 24.15% | 32.77%-8.6pp | 68.23%-44.1pp | 34.38%-10.2pp |
| Employer contribution / active EE | $10,009 | $3,874+158.4% | $4,856+106.1% | $2,637+279.5% |
| Participant deferral / active EE | $11,382 | $7,782+46.3% | $7,758+46.7% | $4,528+151.4% |
| Admin fee / account holder | $188 | $266-29.3% | $10,762-98.3% | $348-45.9% |