Filed July 14, 2023 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $38,772 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $11,057 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,450 | $91,762+26.9% | $67,502+72.5% | $77,643+50.0% |
| Participation rate | 94.7% | 75.9%+18.8pp | 72.9%+21.8pp | 70.6%+24.1pp |
| Annual return | 12.63% | 14.87%-2.2pp | 3512.12%-3499.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $4,212 | $3,181+32.4% | $2,731+54.2% | $2,726+54.5% |
| Participant deferral / active EE | $6,982 | $3,903+78.9% | $4,000+74.6% | $4,647+50.2% |
| Admin fee / account holder | $90 | $176-48.7% | $3,998-97.7% | $430-79.0% |