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 9-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 |
|---|---|---|
PREFERRED RESOURCE SOLUTIONS5+ years Service code 16 · EIN 27-3254630 5088 CORPORATE EXCHANGE BLVD · GRAND RAPIDS, MI 49512 | Consulting | $401,820 |
DOLINKA VANNOORD & CO PLLP4 years Filed as: DOLINKA, VANNOORD & CO., PLLP CPA Service code 10 · EIN 38-2426290 360 E BELTLINE AVE NE · GRAND RAPIDS, MI 49506 | Accounting | $15,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $1,094 | $32,762-96.7% | $84,611-98.7% | $89,569-98.8% |
| Participation rate | 22.2% | 34.6%-12.4pp | 68.2%-46.0pp | 69.6%-47.4pp |
| Annual return | 25.51% | 28.37%-2.9pp | 258.74%-233.2pp | 34.56%-9.0pp |
| Employer contribution / active EE | $0 | $564-100.0% | $2,652-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7 | $1,501-99.5% | $3,899-99.8% | $4,220-99.8% |
| Admin fee / account holder | $27 | $82-67.4% | $4,912-99.5% | $72-62.5% |