See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $26,225 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $26,053 |
PKF O'CONNOR DAVIES, LLP4+ years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $9,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,850 | $65,908+4.5% | $81,812-15.8% | $77,643-11.3% |
| Participation rate | 96.9% | 65.8%+31.1pp | 72.3%+24.6pp | 70.6%+26.4pp |
| Annual return | 14.36% | 26.64%-12.3pp | 773.79%-759.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $5,931 | $2,370+150.2% | $2,912+103.6% | $2,726+117.6% |
| Participant deferral / active EE | $5,247 | $3,505+49.7% | $4,319+21.5% | $4,647+12.9% |
| Admin fee / account holder | $100 | $526-80.9% | $7,386-98.6% | $430-76.7% |