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 LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $33,119 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $134 |
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 | $156,371 | $95,542+63.7% | $69,455+125.1% | $67,579+131.4% |
| Participation rate | 95.6% | 79.4%+16.2pp | 74.6%+21.0pp | 71.3%+24.3pp |
| Annual return | 16.82% | 17.67%-0.9pp | 28.97%-12.2pp | 378.56%-361.7pp |
| Employer contribution / active EE | $4,403 | $2,989+47.3% | $2,779+58.4% | $2,148+105.0% |
| Participant deferral / active EE | $4,067 | $3,263+24.7% | $3,535+15.0% | $3,539+14.9% |
| Admin fee / account holder | $39 | $90-56.5% | $3,839-99.0% | $142-72.6% |