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 |
|---|---|---|
FREEDMAN BENEFITS GROUP1 year Service code 15 30400 TELEGRAPH ROAD, SUITE 330 · BINGHAM FARMS, MI 48025 | Recordkeeping | $1,460 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $173 |
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.)
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 | $30,303 | $64,909-53.3% | $82,313-63.2% | $62,292-51.4% |
| Participation rate | 36.2% | 74.9%-38.6pp | 76.9%-40.7pp | 69.5%-33.3pp |
| Annual return | 19.41% | 21.18%-1.8pp | 25.88%-6.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,108 | $3,103-32.1% | $3,706-43.1% | $3,169-33.5% |
| Admin fee / account holder | $358 | $440-18.5% | $5,608-93.6% | $479-25.3% |