Filed May 5, 2023
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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 P.O. BOX 896952 · CHARLOTTE, NC 282896952 | Advisory (Participants) | $101,500 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,916 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,601 | $113,293+86.8% | $67,502+213.5% | $199,593+6.0% |
| Participation rate | 98.5% | 73.3%+25.1pp | 72.9%+25.6pp | 72.0%+26.5pp |
| Annual return | 15.40% | 15.88%-0.5pp | 3512.12%-3496.7pp | 34.25%-18.8pp |
| Employer contribution / active EE | $8,913 | $3,401+162.1% | $2,731+226.4% | $3,034+193.8% |
| Participant deferral / active EE | $7,840 | $4,159+88.5% | $4,000+96.0% | $5,087+54.1% |
| Admin fee / account holder | $77 | $103-25.3% | $3,998-98.1% | $269-71.5% |