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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $25,032 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $17,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,923 | $91,621+1.4% | $67,511+37.6% | $77,671+19.6% |
| Participation rate | 98.6% | 76.0%+22.6pp | 72.9%+25.7pp | 70.6%+28.0pp |
| Annual return | 13.64% | 14.87%-1.2pp | 3517.41%-3503.8pp | 31.21%-17.6pp |
| Employer contribution / active EE | $3,384 | $3,184+6.3% | $2,733+23.8% | $2,726+24.1% |
| Participant deferral / active EE | $6,148 | $3,906+57.4% | $4,000+53.7% | $4,648+32.3% |
| Admin fee / account holder | $88 | $176-50.0% | $3,999-97.8% | $430-79.5% |