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 |
|---|---|---|
Filed as: CAPTRUST INVESTMENT ADVISORS Service code 27 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Plan) | $56,046 |
Filed as: FREEDOM ONE RETIREMENT SERVICES Service code 15 · EIN 38-2794855 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $10,510 |
Service code 19 · EIN 04-3523567 | Securities Custodian | $5,533 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,575 | $42,548+164.6% | $74,550+51.0% | $56,287+100.0% |
| Participation rate | 89.5% | 60.5%+29.0pp | 69.1%+20.4pp | 69.9%+19.7pp |
| Annual return | 8.45% | 12.40%-4.0pp | 32.53%-24.1pp | -9.96%+18.4pp |
| Employer contribution / active EE | $574 | $855-32.8% | $1,961-70.7% | $2,111-72.8% |
| Participant deferral / active EE | $5,305 | $2,277+133.0% | $3,108+70.7% | $3,350+58.4% |
| Admin fee / account holder | $596 | $467+27.5% | $5,060-88.2% | $521+14.4% |