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: CAPTRUST Service code 26 · EIN 26-0058143 9100 KEYSTONE XING · INDIANAPOLIS, IN 46240 | Advisory (Participants) | $29,434 |
TIAA6 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $18,981 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,957 | $55,415+67.7% | $155,509-40.2% | $74,495+24.8% |
| Participation rate | 70.0% | 61.9%+8.1pp | 78.2%-8.2pp | 67.2%+2.8pp |
| Annual return | 12.37% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $3,301 | $2,267+45.6% | $4,672-29.4% | $2,623+25.8% |
| Participant deferral / active EE | $3,392 | $2,836+19.6% | $5,626-39.7% | $4,346-22.0% |
| Admin fee / account holder | $172 | $1,738-90.1% | $15,912-98.9% | $1,942-91.2% |