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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 P.O. BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $32,000 |
TIAA9+ years Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Advisory (Participants) | $24,297 |
MARCUM LLP1 year Filed as: MARCUM, LLP Service code 10 · EIN 11-1986323 2049 CENTURY PARK E · LOS ANGELES, CA 90067 | Accounting | $12,514 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,642 | $83,884+49.8% | $64,056+96.1% | $74,419+68.8% |
| Participation rate | 90.3% | 76.6%+13.7pp | 72.3%+18.0pp | 70.7%+19.5pp |
| Annual return | 12.21% | 16.57%-4.4pp | 33.69%-21.5pp | 34.38%-22.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $219 | $196+11.6% | $3,068-92.9% | $348-37.1% |