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 9-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 INVESTMENT ADVISORS Service code 26 8031 M-5 · CLARKSTON, MI 48348 | Advisory (Participants) | $27,821 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $7,859 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,161 | $51,466-0.6% | $78,778-35.1% | $62,292-17.9% |
| Participation rate | 73.1% | 59.8%+13.3pp | 69.2%+3.9pp | 69.5%+3.6pp |
| Annual return | 15.79% | 19.96%-4.2pp | 35.62%-19.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $319 | $827-61.5% | $1,986-84.0% | $2,042-84.4% |
| Participant deferral / active EE | $3,476 | $2,147+61.8% | $2,958+17.5% | $3,169+9.7% |
| Admin fee / account holder | $342 | $489-30.1% | $5,134-93.3% | $479-28.7% |