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 9-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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $221,387 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $218,114 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $33,075 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $4,096 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,148 | $113,293+123.4% | $67,502+275.0% | $199,593+26.8% |
| Participation rate | 95.4% | 73.3%+22.1pp | 72.9%+22.6pp | 72.0%+23.5pp |
| Annual return | 11.78% | 15.88%-4.1pp | 3512.12%-3500.3pp | 34.25%-22.5pp |
| Employer contribution / active EE | $5,237 | $3,401+54.0% | $2,731+91.8% | $3,034+72.6% |
| Participant deferral / active EE | $5,476 | $4,159+31.7% | $4,000+36.9% | $5,087+7.6% |
| Admin fee / account holder | $137 | $103+33.5% | $3,998-96.6% | $269-49.1% |