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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 P.O. BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $56,231 |
TIAA8+ years Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Advisory (Participants) | $30,920 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 P.O.BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $11,350 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,596 | $79,124+41.0% | $60,874+83.3% | $64,808+72.2% |
| Participation rate | 95.9% | 77.7%+18.2pp | 73.1%+22.8pp | 71.5%+24.4pp |
| Annual return | -9.44% | -7.13%-2.3pp | 16.90%-26.3pp | 32.82%-42.3pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $238 | $106+124.8% | $3,224-92.6% | $188+26.5% |