Filed December 16, 2024 (most recent of 15 filings on file)
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 |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $62,374 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,075 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $21,798 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,199 | $91,762+110.5% | $67,502+186.2% | $77,643+148.8% |
| Participation rate | 87.2% | 75.9%+11.3pp | 72.9%+14.3pp | 70.6%+16.6pp |
| Annual return | 11.31% | 14.87%-3.6pp | 3512.12%-3500.8pp | 31.24%-19.9pp |
| Employer contribution / active EE | $15,601 | $3,181+390.5% | $2,731+471.3% | $2,726+472.3% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $118 | $176-32.7% | $3,998-97.0% | $430-72.5% |