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 LLC11+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $30,200 |
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $5,600 |
CHARLES SCHWAB & CO., INC.6 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,747 | $84,556-55.4% | $116,228-67.5% | $74,304-49.2% |
| Participation rate | 90.4% | 66.0%+24.4pp | 74.6%+15.9pp | 60.3%+30.1pp |
| Annual return | 16.47% | 18.35%-1.9pp | 90.06%-73.6pp | 29.43%-13.0pp |
| Employer contribution / active EE | $137 | $2,168-93.7% | $2,994-95.4% | $2,241-93.9% |
| Participant deferral / active EE | $1,533 | $3,814-59.8% | $4,953-69.1% | $3,767-59.3% |
| Admin fee / account holder | $197 | $3,792-94.8% | $11,989-98.4% | $2,969-93.4% |