See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $82,959 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $49,917 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $16,380 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,159 | $91,762+92.0% | $67,502+161.0% | $77,643+126.9% |
| Participation rate | 70.7% | 75.9%-5.2pp | 72.9%-2.2pp | 70.6%+0.1pp |
| Annual return | 12.25% | 14.87%-2.6pp | 3512.12%-3499.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $2,190 | $3,181-31.1% | $2,731-19.8% | $2,726-19.6% |
| Participant deferral / active EE | $3,497 | $3,903-10.4% | $4,000-12.6% | $4,647-24.7% |
| Admin fee / account holder | $181 | $176+2.9% | $3,998-95.5% | $430-57.9% |