See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M 15 · CLARKSTON, MI 48348 | Advisory (Participants) | $36,060 |
FREEDOM ONE RETIREMENT SERVICES LLC1 year Filed as: FREEDOM ONE RETIREMENT SERVICES Service code 13 8031 M 15 · CLARKSTON, MI 48348 | Contract Administrator | $8,263 |
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 | $58,951 | $90,590-34.9% | $111,297-47.0% | - |
| Participation rate | 78.8% | 76.1%+2.7pp | 77.3%+1.5pp | - |
| Annual return | 20.39% | 11.74%+8.7pp | 54.65%-34.3pp | - |
| Employer contribution / active EE | $1,946 | $1,916+1.5% | $2,731-28.8% | - |
| Participant deferral / active EE | $3,770 | $4,059-7.1% | $4,487-16.0% | - |
| Admin fee / account holder | $501 | $3,379-85.2% | $7,964-93.7% | - |