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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC3 years Service code 51 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Investment Mgmt Fees | $17,331 |
TIAA1 year Filed as: TIAA- TEACHERS INSURANCE AND ASSOC. Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $10,576 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $9,960 |
VRAKAS ADVISORS7 years Service code 26 · EIN 83-1819454 7500 GREEN BAY ROAD · KENOSHA, WI 531424059 | Advisory (Participants) | $9,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,048 | $67,984+86.9% | $65,493+94.0% | $74,304+71.0% |
| Participation rate | 99.2% | 66.3%+32.9pp | 73.1%+26.1pp | 60.3%+38.8pp |
| Annual return | 13.99% | 19.87%-5.9pp | 982.45%-968.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $4,483 | $2,491+80.0% | $2,574+74.2% | $2,241+100.0% |
| Participant deferral / active EE | $4,147 | $3,346+23.9% | $3,961+4.7% | $3,767+10.1% |
| Admin fee / account holder | $171 | $1,373-87.6% | $5,028-96.6% | $2,969-94.3% |