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 |
|---|---|---|
TIAA4 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $36,886 |
CAPFINANCIAL PARTNERS LLC6 years Service code 16 · EIN 26-0058143 4208 SIX FORKS RD 1700 · RALEIGH, NC 276095731 | Consulting | $11,978 |
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 | $105,436 | $91,762+14.9% | $67,502+56.2% | $77,643+35.8% |
| Participation rate | 38.5% | 75.9%-37.4pp | 72.9%-34.4pp | 70.6%-32.1pp |
| Annual return | 17.81% | 14.87%+2.9pp | 3512.12%-3494.3pp | 31.24%-13.4pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,280 | $3,903-41.6% | $4,000-43.0% | $4,647-50.9% |
| Admin fee / account holder | $187 | $176+6.0% | $3,998-95.3% | $430-56.7% |