See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $32,024 |
FREEDOM ONE RETIREMENT SERVICES LLC1+ years Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $5,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,547 | $42,546+18.8% | $71,796-29.6% | $55,167-8.4% |
| Participation rate | 42.9% | 59.1%-16.3pp | 69.1%-26.3pp | 69.0%-26.1pp |
| Annual return | -1.74% | 12.36%-14.1pp | 78.04%-79.8pp | 169.23%-171.0pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,914 | $2,064+41.2% | $2,794+4.3% | $3,054-4.6% |
| Admin fee / account holder | $559 | $650-13.9% | $4,815-88.4% | $504+11.0% |