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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $193,408 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $50,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,024 | $45,000+22.3% | $143,757-61.7% | $77,904-29.4% |
| Participation rate | 38.3% | 66.8%-28.5pp | 80.3%-42.0pp | 73.7%-35.4pp |
| Annual return | -13.14% | 29.03%-42.2pp | -0.04%-13.1pp | 12.21%-25.3pp |
| Employer contribution / active EE | $320 | $1,870-82.9% | $4,951-93.5% | $2,848-88.8% |
| Participant deferral / active EE | $2,106 | $3,157-33.3% | $5,637-62.6% | $4,806-56.2% |
| Admin fee / account holder | $230 | $98+133.3% | $14,673-98.4% | $133+73.3% |