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 LLC11+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M15 · CLARKSTON, MI 48348 | Advisory (Participants) | $65,560 |
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $37,271 |
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 | $187,215 | $87,870+113.1% | $113,168+65.4% | $74,304+152.0% |
| Participation rate | 94.5% | 70.7%+23.7pp | 76.6%+17.9pp | 60.3%+34.1pp |
| Annual return | 14.24% | 26.44%-12.2pp | 24.27%-10.0pp | 29.43%-15.2pp |
| Employer contribution / active EE | $6,367 | $2,277+179.6% | $2,975+114.0% | $2,241+184.1% |
| Participant deferral / active EE | $9,190 | $4,241+116.7% | $5,107+80.0% | $3,767+143.9% |
| Admin fee / account holder | $601 | $3,368-82.1% | $12,068-95.0% | $2,969-79.7% |