See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWARTZ & CO Service code 26 3707 W MAPLE · BLOOMFIELD, MI 48301 | Advisory (Participants) | $58,362 |
NATIONWIDE3 years Service code 15 · EIN 31-1592130 | Recordkeeping | $57,237 |
MOORE STEPHENS TILLER LLC2 years Filed as: MOORE STEPHENS TILLER Service code 10 · EIN 58-0673524 | Accounting | $15,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,979 | $31,741+19.7% | $56,411-32.7% | $199,593-81.0% |
| Participation rate | 25.6% | 32.3%-6.7pp | 52.5%-26.8pp | 72.0%-46.3pp |
| Annual return | 14.86% | 14.72%+0.1pp | 1701.33%-1686.5pp | 34.25%-19.4pp |
| Employer contribution / active EE | $292 | $508-42.5% | $1,039-71.9% | $3,034-90.4% |
| Participant deferral / active EE | $859 | $1,184-27.4% | $1,952-56.0% | $5,087-83.1% |
| Admin fee / account holder | $114 | $426-73.2% | $2,829-96.0% | $269-57.5% |