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 |
|---|---|---|
TIAA9+ years Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Advisory (Participants) | $43,338 |
CAPFINANCIAL PARTNERS LLC2 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 Filed as: MARCUM, LLP Service code 10 · EIN 11-1986323 1 SE 3RD AVENUE · MIAMI, FL 33131 | Accounting | $8,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,394 | $105,179-23.6% | $64,056+25.5% | $80,160+0.3% |
| Participation rate | 27.2% | 73.5%-46.3pp | 72.3%-45.1pp | 72.9%-45.7pp |
| Annual return | 14.17% | 20.34%-6.2pp | 33.69%-19.5pp | 40.38%-26.2pp |
| Employer contribution / active EE | $880 | $3,311-73.4% | $2,747-68.0% | $2,978-70.4% |
| Participant deferral / active EE | $2,037 | $4,020-49.3% | $3,880-47.5% | $5,017-59.4% |
| Admin fee / account holder | $226 | $113+99.8% | $3,068-92.6% | $145+56.1% |