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 28 · EIN 26-0058143 | Investment Management | $47,500 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $28,875 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,732 | $91,762+87.1% | $67,502+154.4% | $77,643+121.2% |
| Participation rate | 97.2% | 75.9%+21.3pp | 72.9%+24.3pp | 70.6%+26.7pp |
| Annual return | 177.97% | 14.87%+163.1pp | 3512.12%-3334.2pp | 31.24%+146.7pp |
| Employer contribution / active EE | $2,562 | $3,181-19.4% | $2,731-6.2% | $2,726-6.0% |
| Participant deferral / active EE | $5,145 | $3,903+31.8% | $4,000+28.6% | $4,647+10.7% |
| Admin fee / account holder | $101 | $176-42.8% | $3,998-97.5% | $430-76.6% |