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 LLC3+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M15 · CLARKSTON, MI 48348 | Advisory (Participants) | $52,046 |
Service code 15 8031 M 15 · CLARKSTON, MI 48348 | Recordkeeping | $31,313 |
Service code 19 · EIN 04-3523567 | Securities Custodian | $3,107 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,813 | $35,485-44.2% | $74,550-73.4% | $55,725-64.4% |
| Participation rate | 77.0% | 62.5%+14.4pp | 69.1%+7.8pp | 70.9%+6.1pp |
| Annual return | -1.85% | 0.72%-2.6pp | 32.53%-34.4pp | 244.93%-246.8pp |
| Employer contribution / active EE | $539 | $777-30.7% | $1,961-72.5% | $2,078-74.1% |
| Participant deferral / active EE | $4,094 | $2,181+87.7% | $3,108+31.7% | $3,356+22.0% |
| Admin fee / account holder | $218 | $114+91.0% | $5,060-95.7% | $115+89.6% |