See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,683 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $3,374 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,265 | $49,227+81.3% | $70,449+26.7% | $79,858+11.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.50% | 30.06%-16.6pp | 109.03%-95.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $10,738 | $2,099+411.6% | $2,737+292.4% | $2,471+334.6% |
| Participant deferral / active EE | $7,108 | $2,768+156.8% | $3,709+91.7% | $3,740+90.1% |
| Admin fee / account holder | $58 | $2,878-98.0% | $3,845-98.5% | $5,306-98.9% |