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 9-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 |
|---|---|---|
HUNTINGTON NATIONAL BANK2 years Service code 15 · EIN 31-0966785 PO BOX 72229 · CLEVELAND, OH 441920002 | Recordkeeping | $29,544 |
Filed as: NOVARA TESIJA & CATENACCI, P.L.L.C. Service code 29 · EIN 38-3763096 2000 TOWN CENTER STE 2370 · SOUTHFIELD, MI 48075 | Legal | $12,712 |
BULTYNCK & CO., P.L.L.C.2 years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $10,000 |
BENESYS, INC.2 years Service code 14 · EIN 38-2383171 700 TOWER DR, STE 300 · TROY, MI 48098 | Plan Administrator | $6,566 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,449-100.0% | $83,848-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 76.1%-76.1pp | 69.9%-69.9pp |
| Annual return | -12.37% | -1.38%-11.0pp | 850.88%-863.2pp | -9.96%-2.4pp |
| Employer contribution / active EE | $4,236 | $2,430+74.3% | $3,631+16.7% | $2,111+100.7% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |