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 |
|---|---|---|
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $16,000 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,335 |
TIAA5 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $370 |
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 | $138,918 | $65,557+111.9% | $64,056+116.9% | $71,457+94.4% |
| Participation rate | 96.6% | 73.2%+23.5pp | 72.3%+24.3pp | 67.9%+28.7pp |
| Annual return | 10.59% | 18.94%-8.3pp | 33.69%-23.1pp | 28.85%-18.3pp |
| Employer contribution / active EE | $4,868 | $2,669+82.4% | $2,747+77.3% | $2,588+88.1% |
| Participant deferral / active EE | $5,127 | $3,626+41.4% | $3,880+32.1% | $4,289+19.5% |
| Admin fee / account holder | $113 | $616-81.6% | $3,068-96.3% | $1,587-92.9% |