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 LLC10+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M15 · CLARKSTON, MI 48348 | Advisory (Participants) | $46,447 |
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $19,199 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,720 | $44,960+175.2% | $84,966+45.6% | $74,495+66.1% |
| Participation rate | 89.9% | 49.4%+40.5pp | 67.5%+22.4pp | 67.2%+22.7pp |
| Annual return | 11.51% | 26.24%-14.7pp | 66.38%-54.9pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $807 | $1,457-44.6% | $2,727-70.4% | $2,623-69.2% |
| Participant deferral / active EE | $7,315 | $2,731+167.9% | $4,519+61.9% | $4,346+68.3% |
| Admin fee / account holder | $538 | $2,209-75.6% | $6,149-91.2% | $1,942-72.3% |