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 |
|---|---|---|
TIAA1 year Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $120,186 |
CAPFINANCIAL PARTNERS LLC6 years Service code 16 · EIN 26-0058143 4208 SIX FORKS RD, 1700 · RALEIGH, NC 276095731 | Consulting | $30,022 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,750 | $91,621+8.9% | $67,511+47.8% | $77,671+28.4% |
| Participation rate | 95.5% | 76.0%+19.5pp | 72.9%+22.6pp | 70.6%+24.9pp |
| Annual return | 10.17% | 14.87%-4.7pp | 3517.41%-3507.2pp | 31.21%-21.0pp |
| Employer contribution / active EE | $3,766 | $3,184+18.3% | $2,733+37.8% | $2,726+38.1% |
| Participant deferral / active EE | $945 | $3,906-75.8% | $4,000-76.4% | $4,648-79.7% |
| Admin fee / account holder | $228 | $176+29.5% | $3,999-94.3% | $430-47.0% |