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 LLC4+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M15 · CLARKSTON, MI 48348 | Advisory (Participants) | $57,762 |
Service code 15 8031 M 15 · CLARKSTON, MI 48348 | Recordkeeping | $37,821 |
NATIONAL FINANCIAL SERVICES2 years Service code 19 · EIN 04-3523567 | Securities Custodian | $3,322 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,295 | $40,174-44.5% | $84,015-73.5% | $67,579-67.0% |
| Participation rate | 80.2% | 62.7%+17.5pp | 69.0%+11.2pp | 71.3%+8.9pp |
| Annual return | 17.96% | 25.82%-7.9pp | 71.31%-53.3pp | 378.56%-360.6pp |
| Employer contribution / active EE | $532 | $808-34.1% | $1,983-73.2% | $2,148-75.2% |
| Participant deferral / active EE | $4,216 | $2,301+83.2% | $3,239+30.2% | $3,539+19.1% |
| Admin fee / account holder | $206 | $128+60.6% | $6,101-96.6% | $142+44.8% |