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 |
|---|---|---|
Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $41,735 |
Filed as: EMPOWER TRUST COMPANY, LLC Service code 13 · EIN 84-1455663 8515 EAST ORCHARD RD · GREENWOOD VILIAGE, CO 80111 | Contract Administrator | $25,126 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 180 N LA SALLE ST STE 350 · CHICAGO, IL 60601 | Consulting | $10,000 |
BENESYS, INC.8 years Service code 10 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Accounting | $6,920 |
REIMOLD PRINTING1 year Service code 36 5171 BLACKBEAK DRIVE · SAGINAW, MI 48604 | Direct payment from the plan; Copying... | $6,683 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $16,958 | $82,917-79.5% | $103,333-83.6% | $77,643-78.2% |
| Participation rate | 99.4% | 71.6%+27.9pp | 74.5%+24.9pp | 70.6%+28.8pp |
| Annual return | 11.87% | 19.13%-7.3pp | 24.88%-13.0pp | 31.24%-19.4pp |
| Employer contribution / active EE | $2,862 | $3,552-19.4% | $3,868-26.0% | $2,726+5.0% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $311 | $638-51.3% | $8,355-96.3% | $430-27.7% |