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: ASSET ALLOCATIONS STRATEGIES Service code 17 33305 GRAND RIVER AVENUE · FARMINGTON, MI 48336 | Pension Consulting | $66,759 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $3,801 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,473 | $72,254+36.3% | $86,677+13.6% | $64,808+51.9% |
| Participation rate | 81.7% | 80.4%+1.3pp | 76.6%+5.1pp | 71.5%+10.2pp |
| Annual return | -13.10% | 392.42%-405.5pp | 35.91%-49.0pp | 32.82%-45.9pp |
| Employer contribution / active EE | $1,793 | $2,393-25.1% | $2,836-36.8% | $2,506-28.5% |
| Participant deferral / active EE | $5,722 | $4,658+22.8% | $4,656+22.9% | $4,310+32.7% |
| Admin fee / account holder | $165 | $174-5.1% | $7,493-97.8% | $188-12.1% |