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 LLC2+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 27 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Plan) | $17,321 |
Service code 64 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping Fees | $9,966 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,974 | $42,546-43.7% | $71,796-66.6% | $55,167-56.5% |
| Participation rate | 90.5% | 59.1%+31.4pp | 69.1%+21.4pp | 69.0%+21.5pp |
| Annual return | 6.32% | 12.36%-6.0pp | 78.04%-71.7pp | 169.23%-162.9pp |
| Employer contribution / active EE | $905 | $803+12.6% | $1,924-53.0% | $1,963-53.9% |
| Participant deferral / active EE | $418 | $2,064-79.7% | $2,794-85.0% | $3,054-86.3% |
| Admin fee / account holder | $137 | $650-78.9% | $4,815-97.2% | $504-72.8% |