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 |
|---|---|---|
TIAA5 years Service code 12 · EIN 13-1624203 | Recordkeeping and information managem... | $40,623 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $22,166 |
THE VANGUARD GROUP, INC.8 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Recordkeeping and information managem... | $2,850 |
Filed as: FIDELITY INVST INST OP CO, INC. Service code 12 · EIN 04-2647786 | Recordkeeping fees; Claims processing... | $385 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,815 | $95,274+37.3% | $135,903-3.7% | $74,419+75.8% |
| Participation rate | 83.7% | 78.2%+5.5pp | 81.9%+1.8pp | 70.7%+13.0pp |
| Annual return | 14.08% | 32.77%-18.7pp | 68.23%-54.2pp | 34.38%-20.3pp |
| Employer contribution / active EE | $7,345 | $3,874+89.6% | $4,856+51.3% | $2,637+178.5% |
| Participant deferral / active EE | $5,242 | $7,782-32.6% | $7,758-32.4% | $4,528+15.8% |
| Admin fee / account holder | $76 | $266-71.4% | $10,762-99.3% | $348-78.1% |