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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $55,394 |
GRANT THORNTON LLP7 years Service code 10 · EIN 36-6055558 | Accounting | $22,400 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,248 |
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 | $172,796 | $113,293+52.5% | $67,502+156.0% | $199,593-13.4% |
| Participation rate | 82.4% | 73.3%+9.0pp | 72.9%+9.5pp | 72.0%+10.4pp |
| Annual return | 12.00% | 15.88%-3.9pp | 3512.12%-3500.1pp | 34.25%-22.3pp |
| Employer contribution / active EE | $4,638 | $3,401+36.4% | $2,731+69.8% | $3,034+52.9% |
| Participant deferral / active EE | $3,885 | $4,159-6.6% | $4,000-2.9% | $5,087-23.6% |
| Admin fee / account holder | $27 | $103-74.1% | $3,998-99.3% | $269-90.1% |