See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM BROWN SMITH, P.C Service code 10 · EIN 22-2027092 | Accounting | $15,480 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,998 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,181 | $79,013+92.6% | $100,391+51.6% | $74,495+104.3% |
| Participation rate | 99.3% | 79.5%+19.8pp | 81.5%+17.8pp | 67.2%+32.1pp |
| Annual return | 12.43% | 20.41%-8.0pp | 49.20%-36.8pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $7,983 | $3,021+164.2% | $3,942+102.5% | $2,623+204.3% |
| Participant deferral / active EE | $8,398 | $7,760+8.2% | $8,082+3.9% | $4,346+93.2% |
| Admin fee / account holder | $69 | $1,320-94.7% | $7,899-99.1% | $1,942-96.4% |