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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $241,945 |
DART CONTAINER OF MICHIGAN, LLC2+ years Service code 14 · EIN 06-1720526 | Plan Administrator | $101,724 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 13-2384414 | Consulting | $82,800 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $24,375 |
FOSTER SWIFT COLLINS & SMITH1+ years Service code 29 · EIN 38-1904703 | Legal | $11,417 |
FEDERAL EXPRESS CORPORATION2+ years Service code 36 · EIN 71-0427007 | Copying and duplicating; Direct payme... | $5,424 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $53,751 | $169,122-68.2% | $77,999-31.1% | $329,111-83.7% |
| Participation rate | 77.0% | 88.4%-11.4pp | 75.5%+1.5pp | 67.9%+9.1pp |
| Annual return | 7.47% | 11.00%-3.5pp | 425.96%-418.5pp | 16.35%-8.9pp |
| Employer contribution / active EE | $1,942 | $5,827-66.7% | $2,470-21.4% | $2,303-15.7% |
| Participant deferral / active EE | $1,943 | $8,046-75.9% | $3,497-44.4% | $3,682-47.2% |
| Admin fee / account holder | $22 | $83-73.7% | $5,480-99.6% | $754-97.1% |