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 |
|---|---|---|
Filed as: GREGORY J SCHWARTZ & CO Service code 12 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 483013204 | Claims processing; Direct payment fro... | $23,252 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $19,465 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,371 | $78,419-30.7% | $133,956-59.4% | $73,409-25.9% |
| Participation rate | 47.5% | 78.6%-31.1pp | 79.8%-32.4pp | 72.2%-24.7pp |
| Annual return | 17.46% | 33.35%-15.9pp | 45.09%-27.6pp | 59.29%-41.8pp |
| Employer contribution / active EE | $919 | $2,044-55.0% | $3,919-76.5% | $2,234-58.8% |
| Participant deferral / active EE | $1,627 | $3,925-58.6% | $5,048-67.8% | $3,805-57.2% |
| Admin fee / account holder | $202 | $161+25.5% | $8,927-97.7% | $158+28.2% |