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, LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $47,500 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $12,775 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,580 |
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 | $185,573 | $96,018+93.3% | $65,493+183.3% | $85,563+116.9% |
| Participation rate | 96.7% | 74.8%+21.8pp | 73.1%+23.6pp | 66.0%+30.7pp |
| Annual return | 10.30% | 14.51%-4.2pp | 982.45%-972.1pp | 31.51%-21.2pp |
| Employer contribution / active EE | $2,226 | $3,235-31.2% | $2,574-13.5% | $2,654-16.1% |
| Participant deferral / active EE | $4,506 | $4,055+11.1% | $3,961+13.8% | $4,375+3.0% |
| Admin fee / account holder | $82 | $271-69.6% | $5,028-98.4% | $834-90.1% |