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, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,611 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $150 |
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 | $117,249 | $96,018+22.1% | $65,493+79.0% | $85,563+37.0% |
| Participation rate | 60.1% | 74.8%-14.8pp | 73.1%-13.0pp | 66.0%-5.9pp |
| Annual return | 14.32% | 14.51%-0.2pp | 982.45%-968.1pp | 31.51%-17.2pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $6,195 | $4,055+52.8% | $3,961+56.4% | $4,375+41.6% |
| Admin fee / account holder | $51 | $271-81.0% | $5,028-99.0% | $834-93.8% |