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 LLC2 years Filed as: CAPTRUST FINANCIAL Service code 19 8031 M-15 · CLARKSTON, MI 48348 | Securities Custodian | $28,563 |
BARCLAY PLANNING GROUP4 years Service code 15 345 DIVERSION STREET, SUITE 400 · ROCHESTER, MI 48307 | Recordkeeping | $24,019 |
Filed as: WRUBEL, WESLEY & COMPANY, CPAS Service code 10 · EIN 38-2574238 320 E. BIG BEAVER ROAD · TROY, MI 48083 | Accounting | $12,000 |
Filed as: HOWARD & HOWARD, PLLC Service code 29 450 W. FOURTH STREET · ROYAL OAK, MI 48067 | Legal | $10,218 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,547-100.0% | $102,492-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 44.0%-44.0pp |
| Annual return | 5.64% | 3.51%+2.1pp | 5.17%+0.5pp | 13.05%-7.4pp |
| Employer contribution / active EE | $0 | $33,893-100.0% | $26,422-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,864-100.0% |