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 |
|---|---|---|
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 33-1498605 | Accounting | $16,600 |
TIAA10+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $8,631 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,959 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,073 | $60,323+110.7% | $81,812+55.3% | $74,495+70.6% |
| Participation rate | 97.4% | 62.9%+34.6pp | 72.3%+25.1pp | 67.2%+30.2pp |
| Annual return | 15.25% | 16.90%-1.6pp | 773.79%-758.5pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $9,982 | $2,620+281.0% | $2,912+242.8% | $2,623+280.6% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $104 | $1,486-93.0% | $7,386-98.6% | $1,942-94.6% |