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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2 years Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $10,967 |
PENTEGRA SERVICES, INC.2 years Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $6,480 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $1,217 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,139 | $67,984+12.0% | $65,493+16.3% | $74,304+2.5% |
| Participation rate | 95.4% | 66.3%+29.0pp | 73.1%+22.3pp | 60.3%+35.0pp |
| Annual return | 15.26% | 19.87%-4.6pp | 982.45%-967.2pp | 29.43%-14.2pp |
| Employer contribution / active EE | $3,699 | $2,491+48.5% | $2,574+43.7% | $2,241+65.0% |
| Participant deferral / active EE | $4,350 | $3,346+30.0% | $3,961+9.8% | $3,767+15.5% |
| Admin fee / account holder | $101 | $1,373-92.7% | $5,028-98.0% | $2,969-96.6% |