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 |
|---|---|---|
Filed as: TEACHERS INSURACE AND ANNUITY ASSOC Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $65,231 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS. LLC Service code 13 · EIN 26-0058143 ATTN FINANCE DEPT 4208 SIX FORKS RD · RALEIGH, NC 270695734 | Contract Administrator | $9,133 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,489 | $52,670-55.4% | $90,404-74.0% | $73,409-68.0% |
| Participation rate | 98.6% | 67.7%+31.0pp | 72.7%+25.9pp | 72.2%+26.4pp |
| Annual return | 15.26% | 20.70%-5.4pp | 1293.02%-1277.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $739 | $1,872-60.5% | $3,262-77.3% | $2,234-66.9% |
| Participant deferral / active EE | $2,552 | $2,807-9.1% | $3,963-35.6% | $3,805-32.9% |
| Admin fee / account holder | $53 | $117-54.4% | $5,611-99.1% | $158-66.3% |