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) | $52,493 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,604 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,222 | $91,762+9.2% | $67,502+48.5% | $77,643+29.1% |
| Participation rate | 92.7% | 75.9%+16.8pp | 72.9%+19.8pp | 70.6%+22.1pp |
| Annual return | 14.84% | 14.87%0pp | 3512.12%-3497.3pp | 31.24%-16.4pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,884 | $3,903+50.7% | $4,000+47.1% | $4,647+26.6% |
| Admin fee / account holder | $64 | $176-63.7% | $3,998-98.4% | $430-85.2% |