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 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $28,602 |
Service code 37 8031 M-15 · CLARKSTON, MI 48348 | Loan Processing | $5,488 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,135 | $56,629-60.9% | $77,999-71.6% | $55,167-59.9% |
| Participation rate | 86.7% | 73.3%+13.4pp | 75.5%+11.1pp | 69.0%+17.7pp |
| Annual return | 6.92% | 2866.98%-2860.1pp | 425.96%-419.0pp | 169.23%-162.3pp |
| Employer contribution / active EE | $515 | $1,723-70.1% | $2,470-79.2% | $1,963-73.8% |
| Participant deferral / active EE | $961 | $2,777-65.4% | $3,497-72.5% | $3,054-68.5% |
| Admin fee / account holder | $161 | $467-65.4% | $5,480-97.1% | $504-68.0% |