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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 16 · EIN 26-0058143 4208 SIX FORKS RD 1700 · RALEIGH, NC 276095731 | Consulting | $11,327 |
TIAA2 years Service code 14 · EIN 13-1624203 | Plan Administrator | $150 |
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 | $80,115 | $60,989+31.4% | $60,874+31.6% | $66,914+19.7% |
| Participation rate | 83.7% | 74.5%+9.2pp | 73.1%+10.6pp | 69.8%+13.9pp |
| Annual return | -9.19% | -9.60%+0.4pp | 16.90%-26.1pp | 1.58%-10.8pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,839 | $3,615+33.9% | $3,817+26.8% | $4,237+14.2% |
| Admin fee / account holder | $42 | $338-87.6% | $3,224-98.7% | $593-92.9% |