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) | $62,372 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $11,024 |
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 | $67,974 | $51,466+32.1% | $78,778-13.7% | $62,292+9.1% |
| Participation rate | 75.2% | 59.8%+15.5pp | 69.2%+6.1pp | 69.5%+5.7pp |
| Annual return | 14.73% | 19.96%-5.2pp | 35.62%-20.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $464 | $827-43.9% | $1,986-76.6% | $2,042-77.3% |
| Participant deferral / active EE | $5,587 | $2,147+160.2% | $2,958+88.9% | $3,169+76.3% |
| Admin fee / account holder | $466 | $489-4.8% | $5,134-90.9% | $479-2.8% |