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 LLC10+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $114,584 |
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $27,526 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $97,563 | $56,767+71.9% | $101,794-4.2% | $85,563+14.0% |
| Participation rate | 78.1% | 57.6%+20.5pp | 69.2%+9.0pp | 66.0%+12.2pp |
| Annual return | 11.22% | 17.76%-6.5pp | 30.53%-19.3pp | 31.51%-20.3pp |
| Employer contribution / active EE | $1,330 | $1,112+19.6% | $2,289-41.9% | $2,654-49.9% |
| Participant deferral / active EE | $7,029 | $2,720+158.4% | $4,084+72.1% | $4,375+60.7% |
| Admin fee / account holder | $551 | $1,098-49.8% | $8,777-93.7% | $834-34.0% |