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 LLC10+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M15 · CLARKSTON, MI 48348 | Advisory (Participants) | $75,336 |
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $37,615 |
CHARLES SCHWAB & CO., INC.4 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,628 | $79,184+99.1% | $102,438+53.9% | $74,546+111.5% |
| Participation rate | 92.9% | 74.8%+18.1pp | 76.5%+16.4pp | 67.2%+25.6pp |
| Annual return | 12.71% | 54.95%-42.2pp | 29.37%-16.7pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $5,828 | $2,362+146.7% | $3,024+92.7% | $2,624+122.1% |
| Participant deferral / active EE | $8,190 | $4,414+85.5% | $5,054+62.1% | $4,347+88.4% |
| Admin fee / account holder | $624 | $2,001-68.8% | $9,448-93.4% | $1,944-67.9% |