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 LLC1+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $39,638 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $32,998 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,835 | $72,770-63.1% | $67,652-60.3% | $55,191-51.4% |
| Participation rate | 83.0% | 78.8%+4.2pp | 75.7%+7.4pp | 69.2%+13.9pp |
| Annual return | -2.04% | -3.26%+1.2pp | 6625.04%-6627.1pp | 10.78%-12.8pp |
| Employer contribution / active EE | $994 | $1,769-43.8% | $2,266-56.1% | $1,899-47.7% |
| Participant deferral / active EE | $1,940 | $3,408-43.1% | $3,560-45.5% | $3,046-36.3% |
| Admin fee / account holder | $261 | $79+231.2% | $4,821-94.6% | $91+187.6% |