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 9-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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $64,653 |
FREEDOM ONE RETIREMENT SERVICES LLC1+ years Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $25,773 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $5,581 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,531 | $33,745-0.6% | $64,105-47.7% | $55,191-39.2% |
| Participation rate | 75.2% | 59.4%+15.8pp | 68.2%+7.0pp | 69.2%+6.0pp |
| Annual return | -1.08% | 4.95%-6.0pp | 791.24%-792.3pp | 10.78%-11.9pp |
| Employer contribution / active EE | $259 | $641-59.5% | $1,820-85.7% | $1,899-86.3% |
| Participant deferral / active EE | $2,310 | $1,929+19.7% | $2,822-18.1% | $3,046-24.2% |
| Admin fee / account holder | $292 | $94+209.7% | $4,499-93.5% | $91+221.9% |