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 7-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 M15 · CLARKSTON, MI 48348 | Advisory (Participants) | $129,055 |
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $67,863 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,370 | $56,767+76.8% | $101,794-1.4% | $85,563+17.3% |
| Participation rate | 89.2% | 57.6%+31.6pp | 69.2%+20.0pp | 66.0%+23.3pp |
| Annual return | 16.11% | 17.76%-1.6pp | 30.53%-14.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,852 | $1,112+66.6% | $2,289-19.1% | $2,654-30.2% |
| Participant deferral / active EE | $8,603 | $2,720+216.3% | $4,084+110.7% | $4,375+96.6% |
| Admin fee / account holder | $254 | $1,098-76.9% | $8,777-97.1% | $834-69.5% |