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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,909 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $10,409 |
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Direct payment from the plan; Claims ... | $2,989 |
Filed as: FIDELITY INVST INST OP CO. INC. Service code 12 · EIN 04-2647786 | Claims processing; Direct payment fro... | $420 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,391 | $82,202+39.2% | $125,339-8.7% | $64,808+76.5% |
| Participation rate | 96.3% | 77.9%+18.5pp | 82.4%+14.0pp | 71.5%+24.9pp |
| Annual return | -11.57% | 3.48%-15.0pp | 572.05%-583.6pp | 32.82%-44.4pp |
| Employer contribution / active EE | $6,827 | $3,615+88.8% | $4,814+41.8% | $2,506+172.4% |
| Participant deferral / active EE | $4,897 | $7,175-31.7% | $7,446-34.2% | $4,310+13.6% |
| Admin fee / account holder | $72 | $163-55.9% | $10,010-99.3% | $188-61.7% |