Filed March 14, 2025
Total covered: 2 employees
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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $215,648 |
CAPFINANCIAL PARTNERS LLC8 years Service code 28 · EIN 26-0058143 | Investment Management | $32,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,655 | $96,018+111.1% | $65,493+209.4% | $85,563+136.8% |
| Participation rate | 99.0% | 74.8%+24.2pp | 73.1%+25.9pp | 66.0%+33.0pp |
| Annual return | 15.51% | 14.51%+1.0pp | 982.45%-966.9pp | 31.51%-16.0pp |
| Employer contribution / active EE | $7,289 | $3,235+125.3% | $2,574+183.2% | $2,654+174.7% |
| Participant deferral / active EE | $7,239 | $4,055+78.5% | $3,961+82.8% | $4,375+65.5% |
| Admin fee / account holder | $167 | $271-38.4% | $5,028-96.7% | $834-80.0% |