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 LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $63,498 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,839 |
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 | $152,924 | $79,124+93.3% | $60,874+151.2% | $64,808+136.0% |
| Participation rate | 90.0% | 77.7%+12.3pp | 73.1%+16.9pp | 71.5%+18.5pp |
| Annual return | -11.50% | -7.13%-4.4pp | 16.90%-28.4pp | 32.82%-44.3pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,467 | $3,725+19.9% | $3,817+17.0% | $4,310+3.6% |
| Admin fee / account holder | $111 | $106+5.0% | $3,224-96.6% | $188-40.9% |