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 GROUP3 years Service code 15 30400 TELEGRAPH ROAD · BINGHAM FARMS, MI 48025 | Recordkeeping | $1,470 |
STADION MONEY MANAGEMENT3 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $231 |
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 | $40,306 | $65,376-38.3% | $87,100-53.7% | $65,185-38.2% |
| Participation rate | 35.8% | 75.3%-39.6pp | 76.9%-41.1pp | 70.2%-34.4pp |
| Annual return | 20.80% | 31.27%-10.5pp | 28.19%-7.4pp | 29.38%-8.6pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,238 | $3,388-33.9% | $4,049-44.7% | $3,514-36.3% |
| Admin fee / account holder | $338 | $520-35.1% | $7,497-95.5% | $847-60.2% |