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 LLC5 years Service code 16 · EIN 26-0058143 | Consulting | $11,451 |
TIAA3 years Service code 14 · EIN 13-1624203 | Plan Administrator | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,677 | $83,884+8.1% | $64,056+41.6% | $74,419+21.8% |
| Participation rate | 39.0% | 76.6%-37.7pp | 72.3%-33.3pp | 70.7%-31.8pp |
| Annual return | 13.56% | 16.57%-3.0pp | 33.69%-20.1pp | 34.38%-20.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,393 | $3,692-35.2% | $3,880-38.3% | $4,528-47.2% |
| Admin fee / account holder | $45 | $196-77.1% | $3,068-98.5% | $348-87.1% |