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 LLC9+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $33,897 |
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $26,386 |
CALIBER AUDIT & ATTEST3 years Service code 10 · EIN 26-2350873 | Accounting | $13,500 |
CHARLES SCHWAB & CO., INC.4 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.)
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 | $69,885 | $53,165+31.4% | $86,188-18.9% | $74,419-6.1% |
| Participation rate | 47.9% | 64.9%-16.9pp | 69.0%-21.0pp | 70.7%-22.8pp |
| Annual return | 18.10% | 22.64%-4.5pp | 1168.45%-1150.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $437 | $1,210-63.9% | $2,380-81.6% | $2,637-83.4% |
| Participant deferral / active EE | $3,849 | $3,234+19.0% | $3,985-3.4% | $4,528-15.0% |
| Admin fee / account holder | $417 | $551-24.4% | $6,852-93.9% | $348+19.8% |