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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,034 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $9,900 |
TIAA7 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $300 |
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 | $161,280 | $176,947-8.9% | $65,493+146.3% | - |
| Participation rate | 99.0% | 61.8%+37.1pp | 73.1%+25.9pp | - |
| Annual return | 10.55% | 15.13%-4.6pp | 982.45%-971.9pp | - |
| Employer contribution / active EE | $6,392 | $2,196+191.1% | $2,574+148.3% | - |
| Participant deferral / active EE | $7,450 | $4,114+81.1% | $3,961+88.1% | - |
| Admin fee / account holder | $93 | $22,209-99.6% | $5,028-98.1% | - |