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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $42,354 |
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $36,666 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,001 | $46,732+26.3% | $156,549-62.3% | $55,167+6.9% |
| Participation rate | 98.7% | 65.8%+32.9pp | 84.0%+14.6pp | 69.0%+29.7pp |
| Annual return | 4.98% | 17.72%-12.7pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $2,284 | $2,105+8.5% | $5,501-58.5% | $1,963+16.4% |
| Participant deferral / active EE | $2,137 | $2,204-3.0% | $4,871-56.1% | $3,054-30.0% |
| Admin fee / account holder | $425 | $418+1.5% | $13,027-96.7% | $504-15.7% |