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 LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $39,495 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $322 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $168,297 | $84,948+98.1% | $70,449+138.9% | $73,409+129.3% |
| Participation rate | 95.1% | 79.9%+15.1pp | 75.1%+20.0pp | 72.2%+22.9pp |
| Annual return | 12.38% | 13.39%-1.0pp | 109.03%-96.6pp | 59.29%-46.9pp |
| Employer contribution / active EE | $3,118 | $2,834+10.0% | $2,737+13.9% | $2,234+39.6% |
| Participant deferral / active EE | $4,212 | $3,387+24.4% | $3,709+13.6% | $3,805+10.7% |
| Admin fee / account holder | $47 | $98-51.7% | $3,845-98.8% | $158-70.0% |