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 51 · EIN 26-0058143 | Investment Mgmt Fees | $17,654 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $5,230 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,867 | $69,763+53.2% | $67,502+58.3% | $74,495+43.5% |
| Participation rate | 94.1% | 71.4%+22.7pp | 72.9%+21.2pp | 67.2%+26.9pp |
| Annual return | 11.61% | -40.34%+52.0pp | 3512.12%-3500.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $219 | $2,704-91.9% | $2,731-92.0% | $2,623-91.7% |
| Participant deferral / active EE | $1,998 | $3,636-45.0% | $4,000-50.0% | $4,346-54.0% |
| Admin fee / account holder | $75 | $896-91.6% | $3,998-98.1% | $1,942-96.1% |