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 LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $17,026 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,253 |
TIAA6 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $6,747 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $5,995 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $1,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,845 | $48,230+212.8% | $67,502+123.5% | $80,856+86.6% |
| Participation rate | 97.8% | 66.4%+31.5pp | 72.9%+25.0pp | 67.6%+30.2pp |
| Annual return | 12.49% | 18.28%-5.8pp | 3512.12%-3499.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $6,600 | $2,020+226.8% | $2,731+141.7% | $2,755+139.6% |
| Participant deferral / active EE | $6,749 | $2,924+130.8% | $4,000+68.7% | $4,296+57.1% |
| Admin fee / account holder | $165 | $3,681-95.5% | $3,998-95.9% | $6,918-97.6% |