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 LLC1+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 · CLARKSTON, MI 48348 | Advisory (Participants) | $0 |
Service code 15 8031 · CLARKSTON, MI 48348 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,018 | $46,732-65.7% | $156,549-89.8% | $55,167-71.0% |
| Participation rate | 57.6% | 65.8%-8.2pp | 84.0%-26.4pp | 69.0%-11.4pp |
| Annual return | 9.06% | 17.72%-8.7pp | 32.23%-23.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,109 | $2,204-49.7% | $4,871-77.2% | $3,054-63.7% |
| Admin fee / account holder | $146 | $418-65.0% | $13,027-98.9% | $504-70.9% |