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, PC2 years Filed as: SMITH & HOWARD PC Service code 10 · EIN 58-1250486 271 17TH ST NW · ATLANTA, GA 303636217 | Accounting | $14,500 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 276095734 | Advisory (Plan) | $9,073 |
TIAA4 years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,123 | $60,989+124.8% | $60,874+125.3% | $66,914+104.9% |
| Participation rate | 98.0% | 74.5%+23.5pp | 73.1%+24.9pp | 69.8%+28.2pp |
| Annual return | -7.22% | -9.60%+2.4pp | 16.90%-24.1pp | 1.58%-8.8pp |
| Employer contribution / active EE | $5,619 | $2,661+111.2% | $2,701+108.0% | $2,544+120.8% |
| Participant deferral / active EE | $5,755 | $3,615+59.2% | $3,817+50.8% | $4,237+35.8% |
| Admin fee / account holder | $115 | $338-66.2% | $3,224-96.4% | $593-80.7% |