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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $13,994 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE1700 · RALEIGH, NC 27609 | Advisory (Plan) | $8,426 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,874 | $58,879+32.3% | $178,490-56.4% | $73,488+6.0% |
| Participation rate | 86.1% | 66.2%+19.9pp | 81.9%+4.2pp | 70.7%+15.4pp |
| Annual return | 13.53% | 24.86%-11.3pp | 151.07%-137.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $4,291 | $2,236+91.9% | $5,011-14.4% | $2,270+89.0% |
| Participant deferral / active EE | $4,404 | $2,567+71.5% | $5,202-15.3% | $3,740+17.8% |
| Admin fee / account holder | $88 | $400-78.1% | $13,984-99.4% | $513-82.9% |