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... | $28,948 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $21,660 |
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 | $68,217 | $86,225-20.9% | $146,665-53.5% | $86,799-21.4% |
| Participation rate | 51.3% | 78.0%-26.7pp | 80.1%-28.8pp | 72.3%-21.0pp |
| Annual return | 13.42% | 31.23%-17.8pp | 22.74%-9.3pp | 97.91%-84.5pp |
| Employer contribution / active EE | $1,128 | $2,392-52.8% | $4,136-72.7% | $2,405-53.1% |
| Participant deferral / active EE | $2,070 | $4,245-51.2% | $5,506-62.4% | $4,131-49.9% |
| Admin fee / account holder | $251 | $195+28.3% | $10,280-97.6% | $170+47.8% |