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 LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 27-6095734 60 WEST BROAD STREET, SUITE 300 · BETHLEHEM, PA 18018 | Investment Management | $7,680 |
TIAA7+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173208 | Recordkeeping | $1,655 |
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 | $76,921 | $60,989+26.1% | $60,874+26.4% | $66,914+15.0% |
| Participation rate | 99.1% | 74.5%+24.6pp | 73.1%+25.9pp | 69.8%+29.3pp |
| Annual return | -11.00% | -9.60%-1.4pp | 16.90%-27.9pp | 1.58%-12.6pp |
| Employer contribution / active EE | $4,938 | $2,661+85.6% | $2,701+82.8% | $2,544+94.1% |
| Participant deferral / active EE | $7,931 | $3,615+119.4% | $3,817+107.8% | $4,237+87.2% |
| Admin fee / account holder | $45 | $338-86.7% | $3,224-98.6% | $593-92.4% |