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) | $42,000 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,284 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $16,706 |
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 | $107,404 | $96,018+11.9% | $65,493+64.0% | $85,563+25.5% |
| Participation rate | 95.8% | 74.8%+21.0pp | 73.1%+22.7pp | 66.0%+29.8pp |
| Annual return | 9.50% | 14.51%-5.0pp | 982.45%-973.0pp | 31.51%-22.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,779 | $4,055+42.5% | $3,961+45.9% | $4,375+32.1% |
| Admin fee / account holder | $84 | $271-68.9% | $5,028-98.3% | $834-89.9% |