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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $61,000 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $43,357 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $30,783 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $168,079 | $96,018+75.0% | $65,493+156.6% | $85,563+96.4% |
| Participation rate | 98.0% | 74.8%+23.1pp | 73.1%+24.9pp | 66.0%+32.0pp |
| Annual return | 9.76% | 14.51%-4.8pp | 982.45%-972.7pp | 31.51%-21.8pp |
| Employer contribution / active EE | $7,423 | $3,235+129.5% | $2,574+188.4% | $2,654+179.8% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $151 | $271-44.0% | $5,028-97.0% | $834-81.8% |