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 LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $8,867 |
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $6,365 |
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 | $119,434 | $67,984+75.7% | $65,493+82.4% | $74,304+60.7% |
| Participation rate | 95.9% | 66.3%+29.6pp | 73.1%+22.8pp | 60.3%+35.6pp |
| Annual return | 11.94% | 19.87%-7.9pp | 982.45%-970.5pp | 29.43%-17.5pp |
| Employer contribution / active EE | $4,849 | $2,491+94.7% | $2,574+88.4% | $2,241+116.4% |
| Participant deferral / active EE | $7,981 | $3,346+138.5% | $3,961+101.5% | $3,767+111.8% |
| Admin fee / account holder | $58 | $1,373-95.7% | $5,028-98.8% | $2,969-98.0% |