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 |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Investment Management | $8,076 |
BOD USA LLP1 year Filed as: BOD USA Service code 10 · EIN 13-5381590 P.O. BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $7,000 |
TIAA5+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $783 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,198 | $65,322+7.5% | $70,449-0.4% | $73,488-4.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 4.31% | 15.71%-11.4pp | 109.03%-104.7pp | 28.51%-24.2pp |
| Employer contribution / active EE | $3,751 | $2,460+52.5% | $2,737+37.1% | $2,270+65.2% |
| Participant deferral / active EE | $5,562 | $3,375+64.8% | $3,709+50.0% | $3,740+48.7% |
| Admin fee / account holder | $62 | $214-71.1% | $3,845-98.4% | $513-87.9% |