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 26 8031 M15 · CLARKSTON, MI 48348 | Advisory (Participants) | $67,555 |
Service code 15 8031 M 15 · CLARKSTON, MI 48348 | Recordkeeping | $45,044 |
NATIONAL FINANCIAL SERVICES3 years Service code 19 · EIN 04-3523567 | Securities Custodian | $4,371 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,811 | $64,286-56.7% | $90,951-69.4% | $73,409-62.1% |
| Participation rate | 77.5% | 63.6%+13.9pp | 69.0%+8.5pp | 72.2%+5.3pp |
| Annual return | 10.71% | 21.45%-10.7pp | 134.60%-123.9pp | 59.29%-48.6pp |
| Employer contribution / active EE | $728 | $895-18.6% | $2,122-65.7% | $2,234-67.4% |
| Participant deferral / active EE | $5,000 | $2,453+103.8% | $3,373+48.2% | $3,805+31.4% |
| Admin fee / account holder | $243 | $287-15.3% | $5,959-95.9% | $158+54.0% |