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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,561 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,053 | $83,884+30.0% | $64,056+70.2% | $74,419+46.5% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.3%-22.3pp | 70.7%-20.7pp |
| Annual return | 19.40% | 16.57%+2.8pp | 33.69%-14.3pp | 34.38%-15.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,228 | $3,692+41.6% | $3,880+34.8% | $4,528+15.5% |
| Admin fee / account holder | $84 | $196-57.2% | $3,068-97.3% | $348-75.9% |