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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $42,729 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $34,812 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,454 | $96,018+3.6% | $65,493+51.9% | $85,563+16.2% |
| Participation rate | 97.6% | 74.8%+22.8pp | 73.1%+24.5pp | 66.0%+31.6pp |
| Annual return | 14.29% | 14.51%-0.2pp | 982.45%-968.2pp | 31.51%-17.2pp |
| Employer contribution / active EE | $3,603 | $3,235+11.4% | $2,574+40.0% | $2,654+35.8% |
| Participant deferral / active EE | $6,615 | $4,055+63.2% | $3,961+67.0% | $4,375+51.2% |
| Admin fee / account holder | $158 | $271-41.8% | $5,028-96.9% | $834-81.1% |