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 LLC3+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $74,296 |
FREEDOM ONE RETIREMENT SERVICES LLC3+ years Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $26,448 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $4,340 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,848 | $48,064-35.8% | $78,778-60.8% | $69,631-55.7% |
| Participation rate | 78.3% | 61.6%+16.7pp | 69.2%+9.1pp | 70.7%+7.6pp |
| Annual return | 19.15% | 21.81%-2.7pp | 35.62%-16.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $202 | $744-72.9% | $1,986-89.8% | $2,032-90.1% |
| Participant deferral / active EE | $2,436 | $2,079+17.2% | $2,958-17.6% | $3,224-24.4% |
| Admin fee / account holder | $231 | $152+52.0% | $5,134-95.5% | $110+109.2% |