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 LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 26 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Advisory (Participants) | $8,399 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $4,554 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,116 | $74,706+122.4% | $75,696+119.5% | $79,386+109.3% |
| Participation rate | 99.0% | 75.3%+23.7pp | 74.8%+24.2pp | 70.7%+28.3pp |
| Annual return | 13.01% | 18.52%-5.5pp | 104.53%-91.5pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,746 | $2,590-32.6% | $2,743-36.3% | $2,427-28.1% |
| Participant deferral / active EE | $5,968 | $3,533+68.9% | $3,821+56.2% | $4,046+47.5% |
| Admin fee / account holder | $34 | $374-91.0% | $3,619-99.1% | $626-94.6% |