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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $84,805 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST Service code 28 · EIN 26-0058143 | Investment Management | $45,000 |
TAIT WELLER & BAKER7 years Filed as: TAIT, WELLER LLP Service code 10 · EIN 23-1144520 | Accounting | $9,500 |
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 | $143,568 | $91,762+56.5% | $67,502+112.7% | $77,643+84.9% |
| Participation rate | 96.6% | 75.9%+20.7pp | 72.9%+23.8pp | 70.6%+26.1pp |
| Annual return | 12.24% | 14.87%-2.6pp | 3512.12%-3499.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $3,265 | $3,181+2.7% | $2,731+19.6% | $2,726+19.8% |
| Participant deferral / active EE | $3,805 | $3,903-2.5% | $4,000-4.9% | $4,647-18.1% |
| Admin fee / account holder | $113 | $176-35.6% | $3,998-97.2% | $430-73.7% |