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 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 276095734 | Advisory (Plan) | $5,099 |
TIAA1 year Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $384 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $144,389 | $45,073+220.3% | $69,455+107.9% | $72,985+97.8% |
| Participation rate | 98.9% | 68.5%+30.4pp | 74.6%+24.3pp | 69.5%+29.4pp |
| Annual return | 30.36% | 22.65%+7.7pp | 28.97%+1.4pp | 81.00%-50.6pp |
| Employer contribution / active EE | $6,058 | $2,054+194.9% | $2,779+118.0% | $2,440+148.3% |
| Participant deferral / active EE | $7,052 | $2,602+171.0% | $3,535+99.5% | $3,607+95.5% |
| Admin fee / account holder | $39 | $3,056-98.7% | $3,839-99.0% | $5,124-99.2% |