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 | $45,343-38.4% | $150,298-81.4% | $67,986-58.9% |
| Participation rate | 82.8% | 51.9%+31.0pp | 77.8%+5.1pp | 57.2%+25.6pp |
| Annual return | 9.09% | 33.28%-24.2pp | 62.79%-53.7pp | 31.67%-22.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,743 | $2,055+33.5% | $5,453-49.7% | $3,358-18.3% |
| Admin fee / account holder | $182 | $2,250-91.9% | $14,116-98.7% | $3,203-94.3% |