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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $68,995 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS, LLC. Service code 27 109 INTERNATIONAL DR · FRANKLIN, TN 37067 | Advisory (Plan) | $41,827 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION SERVICES Service code 13 2451 MCMULLEN BOOTH ROAD · CLEARWATER, FL 33759 | Contract Administrator | $10,478 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,854 | $106,028+27.2% | $146,958-8.2% | $77,643+73.7% |
| Participation rate | 92.1% | 78.4%+13.7pp | 82.2%+9.9pp | 70.6%+21.5pp |
| Annual return | 17.44% | 56.73%-39.3pp | 418.34%-400.9pp | 31.24%-13.8pp |
| Employer contribution / active EE | $10,727 | $4,063+164.0% | $4,933+117.4% | $2,726+293.5% |
| Participant deferral / active EE | $12,373 | $7,990+54.9% | $8,070+53.3% | $4,647+166.2% |
| Admin fee / account holder | $202 | $337-40.1% | $12,998-98.4% | $430-53.1% |