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 |
|---|---|---|
TIAA10+ years Service code 26 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Advisory (Participants) | $26,521 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 P.O. BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $24,625 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 2049 CENTURY PARK E · LOS ANGELES, CA 90067 | Accounting | $12,794 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,766 | $91,762+46.9% | $67,502+99.6% | $77,643+73.6% |
| Participation rate | 85.2% | 75.9%+9.3pp | 72.9%+12.3pp | 70.6%+14.6pp |
| Annual return | 10.40% | 14.87%-4.5pp | 3512.12%-3501.7pp | 31.24%-20.8pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $247 | $176+40.3% | $3,998-93.8% | $430-42.6% |