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 10-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 LLC11+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $40,847 |
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $27,978 |
CALIBER AUDIT & ATTEST5 years Service code 10 · EIN 26-2350873 | Accounting | $14,500 |
CHARLES SCHWAB & CO., INC.6 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,537 | $56,767+47.2% | $101,794-17.9% | $85,563-2.4% |
| Participation rate | 61.6% | 57.6%+4.0pp | 69.2%-7.6pp | 66.0%-4.4pp |
| Annual return | 15.41% | 17.76%-2.4pp | 30.53%-15.1pp | 31.51%-16.1pp |
| Employer contribution / active EE | $393 | $1,112-64.7% | $2,289-82.8% | $2,654-85.2% |
| Participant deferral / active EE | $4,396 | $2,720+61.6% | $4,084+7.6% | $4,375+0.5% |
| Admin fee / account holder | $421 | $1,098-61.7% | $8,777-95.2% | $834-49.6% |