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 |
|---|---|---|
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD PC58-1250486 Service code 10 271 17TH ST NWSTE 1600 · ATLANTA, GA 30363 | Accounting | $19,000 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 276095734 | Advisory (Plan) | $5,690 |
TIAA2 years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $706 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $144,714 | $49,227+194.0% | $70,449+105.4% | $79,858+81.2% |
| Participation rate | 99.0% | 69.2%+29.8pp | 75.1%+23.9pp | 69.6%+29.3pp |
| Annual return | 3.04% | 30.06%-27.0pp | 109.03%-106.0pp | 31.71%-28.7pp |
| Employer contribution / active EE | $5,567 | $2,099+165.3% | $2,737+103.4% | $2,471+125.3% |
| Participant deferral / active EE | $5,749 | $2,768+107.7% | $3,709+55.0% | $3,740+53.7% |
| Admin fee / account holder | $139 | $2,878-95.2% | $3,845-96.4% | $5,306-97.4% |