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 LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 10250 REGENCY CIRCLE, · OMAHA, NE 68114 | Investment Management | $5,641 |
TIAA8+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173208 | Recordkeeping | $0 |
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 | $86,191 | $65,557+31.5% | $64,056+34.6% | $71,457+20.6% |
| Participation rate | 98.3% | 73.2%+25.1pp | 72.3%+26.0pp | 67.9%+30.4pp |
| Annual return | 12.89% | 18.94%-6.1pp | 33.69%-20.8pp | 28.85%-16.0pp |
| Employer contribution / active EE | $4,926 | $2,669+84.6% | $2,747+79.4% | $2,588+90.4% |
| Participant deferral / active EE | $8,099 | $3,626+123.4% | $3,880+108.7% | $4,289+88.8% |
| Admin fee / account holder | $21 | $616-96.7% | $3,068-99.3% | $1,587-98.7% |