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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $69,860 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $47,860 |
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 | $160,811 | $79,124+103.2% | $60,874+164.2% | $64,808+148.1% |
| Participation rate | 79.9% | 77.7%+2.2pp | 73.1%+6.8pp | 71.5%+8.5pp |
| Annual return | -9.62% | -7.13%-2.5pp | 16.90%-26.5pp | 32.82%-42.4pp |
| Employer contribution / active EE | $3,589 | $3,050+17.7% | $2,701+32.9% | $2,506+43.2% |
| Participant deferral / active EE | $4,568 | $3,725+22.6% | $3,817+19.7% | $4,310+6.0% |
| Admin fee / account holder | $89 | $106-16.2% | $3,224-97.3% | $188-52.8% |