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 LLC11+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $49,940 |
TIAA11+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,312 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,707 | $49,915+13.6% | $154,803-63.4% | $74,304-23.7% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 13.33% | 34.06%-20.7pp | 58.88%-45.6pp | 29.43%-16.1pp |
| Employer contribution / active EE | $2,169 | $1,611+34.6% | $4,305-49.6% | $2,241-3.2% |
| Participant deferral / active EE | $3,011 | $2,255+33.5% | $5,540-45.7% | $3,767-20.1% |
| Admin fee / account holder | $290 | $2,189-86.8% | $14,329-98.0% | $2,969-90.2% |