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 |
|---|---|---|
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $44,336 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $31,397 |
CHARLES SCHWAB & CO., INC.6 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $37,544 | $110,483-66.0% | $145,433-74.2% | $79,634-52.9% |
| Participation rate | 91.1% | 71.1%+20.0pp | 82.1%+9.0pp | 62.5%+28.6pp |
| Annual return | 19.77% | 24.62%-4.9pp | 66.58%-46.8pp | 36.46%-16.7pp |
| Employer contribution / active EE | $1,877 | $4,053-53.7% | $4,554-58.8% | $2,529-25.8% |
| Participant deferral / active EE | $5,284 | $7,216-26.8% | $7,897-33.1% | $3,835+37.8% |
| Admin fee / account holder | $128 | $680-81.2% | $13,129-99.0% | $1,002-87.2% |