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 LLC8+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $43,394 |
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $11,816 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,702 | $59,805+40.0% | $79,550+5.2% | $68,494+22.2% |
| Participation rate | 40.7% | 61.1%-20.4pp | 69.5%-28.8pp | 67.9%-27.2pp |
| Annual return | -17.08% | -12.30%-4.8pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $12 | $1,505-99.2% | $2,413-99.5% | $2,596-99.6% |
| Participant deferral / active EE | $3,744 | $3,024+23.8% | $3,985-6.1% | $4,027-7.0% |
| Admin fee / account holder | $852 | $4,835-82.4% | $6,832-87.5% | $5,403-84.2% |