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 |
|---|---|---|
Filed as: TEACHERS INSURANCE AND ANNUITY ASSO Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $40,715 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $37,680 |
JACKSON THORNTON1 year Service code 10 · EIN 63-1035228 200 COMMERCE ST. · MONTGOMERY, AL 36104 | Accounting | $9,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,759 | $67,984+14.4% | $65,493+18.7% | $74,304+4.6% |
| Participation rate | 98.7% | 66.3%+32.4pp | 73.1%+25.6pp | 60.3%+38.3pp |
| Annual return | 14.06% | 19.87%-5.8pp | 982.45%-968.4pp | 29.43%-15.4pp |
| Employer contribution / active EE | $2,172 | $2,491-12.8% | $2,574-15.6% | $2,241-3.1% |
| Participant deferral / active EE | $3,205 | $3,346-4.2% | $3,961-19.1% | $3,767-14.9% |
| Admin fee / account holder | $193 | $1,373-85.9% | $5,028-96.2% | $2,969-93.5% |