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 10-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 LLC3+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $24,262 |
Filed as: FREEDOM ONE RETIREMENT SERVICES,LLC Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $15,227 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,485 | $51,466+7.8% | $78,778-29.6% | $62,292-10.9% |
| Participation rate | 73.8% | 59.8%+14.1pp | 69.2%+4.7pp | 69.5%+4.3pp |
| Annual return | 18.76% | 19.96%-1.2pp | 35.62%-16.9pp | 28.90%-10.1pp |
| Employer contribution / active EE | $769 | $827-7.0% | $1,986-61.3% | $2,042-62.3% |
| Participant deferral / active EE | $4,378 | $2,147+103.9% | $2,958+48.0% | $3,169+38.1% |
| Admin fee / account holder | $373 | $489-23.7% | $5,134-92.7% | $479-22.1% |