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 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $26,107 |
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $6,811 |
CHARLES SCHWAB & CO., INC.6 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,930 | $49,915-44.0% | $154,803-82.0% | $74,304-62.4% |
| Participation rate | 82.8% | 54.0%+28.9pp | 78.1%+4.8pp | 60.3%+22.5pp |
| Annual return | 9.09% | 34.06%-25.0pp | 58.88%-49.8pp | 29.43%-20.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,743 | $2,255+21.7% | $5,540-50.5% | $3,767-27.2% |
| Admin fee / account holder | $182 | $2,189-91.7% | $14,329-98.7% | $2,969-93.9% |