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 LLC3+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $20,634 |
FREEDOM ONE RETIREMENT SERVICES LLC3+ years Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $5,706 |
Service code 15 · EIN 04-3523567 | Recordkeeping | $1,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,288 | $50,958+16.3% | $74,550-20.5% | $64,186-7.6% |
| Participation rate | 37.6% | 61.1%-23.4pp | 69.1%-31.5pp | 69.6%-31.9pp |
| Annual return | 11.28% | -1.86%+13.1pp | 32.53%-21.2pp | 7.63%+3.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,512 | $2,301-34.3% | $3,108-51.4% | $3,470-56.4% |
| Admin fee / account holder | $560 | $4,223-86.7% | $5,060-88.9% | $4,888-88.5% |