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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $12,887 |
Filed as: CAP FINANCIAL PARTNERS. LLC Service code 15 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Recordkeeping | $5,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,737 | $48,795+151.5% | $65,493+87.4% | $84,808+44.7% |
| Participation rate | 92.4% | 67.0%+25.4pp | 73.1%+19.3pp | 68.3%+24.1pp |
| Annual return | 14.84% | 20.20%-5.4pp | 982.45%-967.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,371 | $1,930+74.7% | $2,574+30.9% | $2,631+28.1% |
| Participant deferral / active EE | $6,121 | $2,928+109.0% | $3,961+54.5% | $4,212+45.3% |
| Admin fee / account holder | $97 | $3,877-97.5% | $5,028-98.1% | $7,344-98.7% |