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 |
|---|---|---|
TIAA6 years Service code 12 · EIN 13-1624203 | Consulting (pension); Investment advi... | $52,761 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $16,898 |
THE VANGUARD GROUP, INC.9 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Claims processing; Direct payment fro... | $2,640 |
Filed as: FIDELITY INVST INST OP CO, INC. Service code 12 · EIN 04-2647786 | Claims processing; Direct payment fro... | $360 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,561 | $106,028+29.7% | $146,958-6.4% | $77,643+77.2% |
| Participation rate | 88.6% | 78.4%+10.3pp | 82.2%+6.5pp | 70.6%+18.1pp |
| Annual return | 13.67% | 56.73%-43.1pp | 418.34%-404.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $8,414 | $4,063+107.1% | $4,933+70.6% | $2,726+208.7% |
| Participant deferral / active EE | $5,894 | $7,990-26.2% | $8,070-27.0% | $4,647+26.8% |
| Admin fee / account holder | $80 | $337-76.4% | $12,998-99.4% | $430-81.5% |