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 10-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 LLC9 years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M15 · CLARKSTON, MI 48348 | Advisory (Participants) | $45,544 |
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $45,181 |
MRPR GROUP PC2 years Filed as: MRPR GROUP, PC Service code 10 · EIN 38-2141969 | Accounting | $9,700 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,060 | $132,049-42.4% | $200,582-62.1% | $74,304+2.4% |
| Participation rate | 98.3% | 84.1%+14.3pp | 86.9%+11.5pp | 60.3%+38.0pp |
| Annual return | 16.28% | 22.22%-5.9pp | 42.33%-26.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $4,342 | $4,558-4.7% | $6,419-32.4% | $2,241+93.7% |
| Participant deferral / active EE | $7,328 | $7,213+1.6% | $9,331-21.5% | $3,767+94.5% |
| Admin fee / account holder | $359 | $2,405-85.1% | $16,305-97.8% | $2,969-87.9% |