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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $69,127 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $49,296 |
BDO USA, LLP1 year Filed as: BDO USA, P. C. Service code 10 · EIN 13-5381590 | Accounting | $35,300 |
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 | $170,591 | $83,884+103.4% | $64,056+166.3% | $74,419+129.2% |
| Participation rate | 81.8% | 76.6%+5.2pp | 72.3%+9.5pp | 70.7%+11.1pp |
| Annual return | 13.39% | 16.57%-3.2pp | 33.69%-20.3pp | 34.38%-21.0pp |
| Employer contribution / active EE | $3,559 | $3,084+15.4% | $2,747+29.6% | $2,637+34.9% |
| Participant deferral / active EE | $4,769 | $3,692+29.2% | $3,880+22.9% | $4,528+5.3% |
| Admin fee / account holder | $115 | $196-41.6% | $3,068-96.3% | $348-67.1% |