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, PLLC4 years Service code 10 · EIN 33-1498605 | Accounting | $20,360 |
TIAA11+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $11,216 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,065 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,486 | $56,317+145.9% | $71,209+94.5% | $74,304+86.4% |
| Participation rate | 99.2% | 55.1%+44.1pp | 73.8%+25.5pp | 60.3%+38.9pp |
| Annual return | 14.33% | 42.83%-28.5pp | 282.51%-268.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $9,827 | $2,160+354.9% | $2,721+261.1% | $2,241+338.5% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $4,175-100.0% | $3,767-100.0% |
| Admin fee / account holder | $127 | $2,290-94.5% | $5,349-97.6% | $2,969-95.7% |