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 8-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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $121,617 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $17,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,147 | $50,815+42.0% | $155,509-53.6% | $77,643-7.1% |
| Participation rate | 56.2% | 63.1%-6.9pp | 78.2%-21.9pp | 70.6%-14.3pp |
| Annual return | 14.90% | 34.80%-19.9pp | 64.67%-49.8pp | 31.24%-16.3pp |
| Employer contribution / active EE | $732 | $1,993-63.3% | $4,672-84.3% | $2,726-73.1% |
| Participant deferral / active EE | $4,318 | $2,822+53.0% | $5,626-23.2% | $4,647-7.1% |
| Admin fee / account holder | $288 | $437-34.1% | $15,912-98.2% | $430-33.1% |