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 19 · EIN 13-1624203 | Securities Custodian | $49,364 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $20,136 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,147 |
Filed as: LONG CPA, PLLC Service code 10 · EIN 81-1806291 | Accounting | $8,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $144,511-100.0% | $67,502-100.0% | - |
| Participation rate | 0.0% | 69.6%-69.6pp | 72.9%-72.9pp | - |
| Annual return | 12.09% | 20.96%-8.9pp | 3512.12%-3500.0pp | - |
| Employer contribution / active EE | $0 | $2,331-100.0% | $2,731-100.0% | - |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,000-100.0% | - |
| Admin fee / account holder | $0 | $8,271-100.0% | $3,998-100.0% | - |