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 8-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 LLC5 years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSON, MI 48348 | Advisory (Participants) | $52,470 |
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $13,109 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $89,980 | $86,929+3.5% | $102,423-12.1% | $80,856+11.3% |
| Participation rate | 86.7% | 72.4%+14.4pp | 76.5%+10.2pp | 67.6%+19.1pp |
| Annual return | 11.25% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $944 | $2,369-60.2% | $3,023-68.8% | $2,755-65.7% |
| Participant deferral / active EE | $4,727 | $4,118+14.8% | $5,053-6.4% | $4,296+10.0% |
| Admin fee / account holder | $495 | $8,049-93.9% | $9,451-94.8% | $6,918-92.8% |