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: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $52,500 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $26 |
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 | $136,492 | $68,408+99.5% | $57,179+138.7% | $57,658+136.7% |
| Participation rate | 97.5% | 79.1%+18.4pp | 75.3%+22.2pp | 70.2%+27.3pp |
| Annual return | 6.83% | 8.51%-1.7pp | 14.59%-7.8pp | 5.13%+1.7pp |
| Employer contribution / active EE | $6,025 | $2,869+110.0% | $2,682+124.6% | $1,974+205.3% |
| Participant deferral / active EE | $5,345 | $2,903+84.1% | $3,096+72.6% | $3,061+74.6% |
| Admin fee / account holder | $62 | $70-11.6% | $3,139-98.0% | $95-34.9% |