See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095734 | Advisory (Plan) | $19,423 |
TIAA7 years Service code 64 · EIN 13-1624203 760 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $10,195 |
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 | $133,426 | $67,984+96.3% | $65,493+103.7% | $74,304+79.6% |
| Participation rate | 97.2% | 66.3%+30.9pp | 73.1%+24.1pp | 60.3%+36.9pp |
| Annual return | 14.97% | 19.87%-4.9pp | 982.45%-967.5pp | 29.43%-14.5pp |
| Employer contribution / active EE | $5,558 | $2,491+123.1% | $2,574+115.9% | $2,241+148.0% |
| Participant deferral / active EE | $6,024 | $3,346+80.0% | $3,961+52.1% | $3,767+59.9% |
| Admin fee / account holder | $139 | $1,373-89.9% | $5,028-97.2% | $2,969-95.3% |