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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $270,059 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,117 |
Service code 10 · EIN 16-1226221 | Accounting | $20,676 |
VENABLE LLP4 years Service code 29 · EIN 52-0517250 | Legal | $10,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,276 | $44,897+32.0% | $84,966-30.2% | $199,593-70.3% |
| Participation rate | 56.0% | 45.7%+10.3pp | 67.5%-11.5pp | 72.0%-16.0pp |
| Annual return | 11.91% | 20.96%-9.0pp | 66.38%-54.5pp | 34.25%-22.3pp |
| Employer contribution / active EE | $1,777 | $1,365+30.1% | $2,727-34.8% | $3,034-41.4% |
| Participant deferral / active EE | $3,110 | $2,668+16.6% | $4,519-31.2% | $5,087-38.9% |
| Admin fee / account holder | $142 | $584-75.7% | $6,149-97.7% | $269-47.1% |