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 6-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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $230,635 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $69,794 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $28,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $191,451 | $113,293+69.0% | $67,502+183.6% | $199,593-4.1% |
| Participation rate | 60.8% | 73.3%-12.6pp | 72.9%-12.1pp | 72.0%-11.2pp |
| Annual return | 13.30% | 15.88%-2.6pp | 3512.12%-3498.8pp | 34.25%-21.0pp |
| Employer contribution / active EE | $3,705 | $3,401+9.0% | $2,731+35.7% | $3,034+22.1% |
| Participant deferral / active EE | $3,168 | $4,159-23.8% | $4,000-20.8% | $5,087-37.7% |
| Admin fee / account holder | $114 | $103+10.9% | $3,998-97.2% | $269-57.7% |