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 |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 27 · EIN 82-1982049 1350 TREAT BLVD 300 · WALNUT CREEK, CA 94597 | Advisory (Plan) | $38,853 |
Filed as: NOVARA TESIJA & CATENACCI, P.L.L.C. Service code 29 · EIN 38-3763096 888 W. BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $21,416 |
BENESYS, INC.5 years Service code 14 · EIN 38-2383171 700 TOWER DR, STE 300 · TROY, MI 48098 | Plan Administrator | $6,631 |
BULTYNCK & CO., P.L.L.C.5 years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $5,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,927 | $78,275-84.8% | $109,143-89.1% | $86,799-86.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 16.21% | 19.14%-2.9pp | 25.75%-9.5pp | 97.91%-81.7pp |
| Employer contribution / active EE | $2,121 | $3,105-31.7% | $3,722-43.0% | $2,405-11.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $133 | $198-33.0% | $6,752-98.0% | $170-21.6% |