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: CAPTRUST INVESTMENT ADVISORS Service code 27 8031 M 15 · CLARKSTON, MI 48348 | Advisory (Plan) | $25,778 |
Service code 15 8031 M 15 · CLARKSTON, MI 48348 | Recordkeeping | $12,740 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,171 | $62,002-20.7% | $93,606-47.5% | - |
| Participation rate | 71.7% | 71.3%+0.4pp | 75.8%-4.1pp | - |
| Annual return | 19.61% | 20.75%-1.1pp | 32.76%-13.1pp | - |
| Employer contribution / active EE | $472 | $1,327-64.5% | $2,718-82.7% | - |
| Participant deferral / active EE | $2,249 | $2,563-12.3% | $4,069-44.7% | - |
| Admin fee / account holder | $491 | $6,149-92.0% | $7,888-93.8% | - |