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 LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $93,924 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,605 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,006 | $91,762+73.3% | $67,502+135.6% | $77,643+104.8% |
| Participation rate | 91.9% | 75.9%+16.0pp | 72.9%+19.0pp | 70.6%+21.3pp |
| Annual return | 16.54% | 14.87%+1.7pp | 3512.12%-3495.6pp | 31.24%-14.7pp |
| Employer contribution / active EE | $7,627 | $3,181+139.8% | $2,731+179.3% | $2,726+179.8% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $134 | $176-23.7% | $3,998-96.6% | $430-68.8% |