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 PC Service code 10 · EIN 58-1250486 271 17TH ST NW · ATLANTA, GA 303636217 | Accounting | $14,000 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 276095734 | Advisory (Plan) | $10,614 |
TIAA3 years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $125 |
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 | $159,782 | $53,822+196.9% | $75,696+111.1% | $85,850+86.1% |
| Participation rate | 98.9% | 69.1%+29.8pp | 74.8%+24.0pp | 69.3%+29.6pp |
| Annual return | 23.49% | 24.54%-1.0pp | 104.53%-81.0pp | 318.53%-295.0pp |
| Employer contribution / active EE | $6,237 | $2,017+209.3% | $2,743+127.4% | $2,565+143.1% |
| Participant deferral / active EE | $6,206 | $2,895+114.4% | $3,821+62.4% | $3,952+57.0% |
| Admin fee / account holder | $121 | $3,343-96.4% | $3,619-96.7% | $6,260-98.1% |