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 LLC10+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $37,841 |
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $29,718 |
CALIBER AUDIT & ATTEST4 years Service code 10 · EIN 26-2350873 | Accounting | $14,000 |
CHARLES SCHWAB & CO., INC.5 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 | $81,777 | $54,193+50.9% | $93,606-12.6% | $77,643+5.3% |
| Participation rate | 52.2% | 63.9%-11.8pp | 68.7%-16.5pp | 70.6%-18.4pp |
| Annual return | 14.02% | 30.54%-16.5pp | 133.20%-119.2pp | 31.24%-17.2pp |
| Employer contribution / active EE | $362 | $1,168-69.0% | $2,420-85.0% | $2,726-86.7% |
| Participant deferral / active EE | $3,941 | $3,144+25.4% | $4,411-10.7% | $4,647-15.2% |
| Admin fee / account holder | $471 | $576-18.1% | $8,285-94.3% | $430+9.5% |