Filed October 8, 2021 (most recent of 4 filings on file)
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 10-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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 26 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Advisory (Participants) | $6,476 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $651 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,636 | $65,322+147.4% | $70,449+129.4% | $73,488+119.9% |
| Participation rate | 99.0% | 77.0%+22.0pp | 75.1%+23.9pp | 70.7%+28.3pp |
| Annual return | 12.73% | 15.71%-3.0pp | 109.03%-96.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $3,086 | $2,460+25.5% | $2,737+12.8% | $2,270+35.9% |
| Participant deferral / active EE | $5,803 | $3,375+71.9% | $3,709+56.5% | $3,740+55.2% |
| Admin fee / account holder | $17 | $214-91.9% | $3,845-99.6% | $513-96.6% |