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 8-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 |
|---|---|---|
WARNER NORCROSS & JUDD LLP4 years Service code 29 · EIN 38-1422647 | Legal | $124,697 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $75,000 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN Service code 10 · EIN 33-1498605 | Accounting | $19,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,965 |
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 | $75,657 | $110,299-31.4% | $102,423-26.1% | $199,593-62.1% |
| Participation rate | 58.7% | 86.3%-27.6pp | 76.5%-17.8pp | 72.0%-13.3pp |
| Annual return | 61.90% | 35.73%+26.2pp | 29.32%+32.6pp | 34.25%+27.6pp |
| Employer contribution / active EE | $1,873 | $3,603-48.0% | $3,023-38.1% | $3,034-38.3% |
| Participant deferral / active EE | $4,570 | $6,376-28.3% | $5,053-9.6% | $5,087-10.2% |
| Admin fee / account holder | $71 | $122-41.6% | $9,451-99.2% | $269-73.4% |