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 |
|---|---|---|
MARCO CONSULTING GROUP3+ years Filed as: THE MARCO CONSULTING GROUP Service code 15 · EIN 36-3555078 | Recordkeeping | $35,919 |
COMERICA BANK3+ years Filed as: COMERICA Service code 64 · EIN 37-1420293 | Recordkeeping Fees | $14,317 |
BENESYS, INC.2 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $13,507 |
YURCHYK & DAVIS CPA'S, INC.3+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $11,995 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,799 | $60,545-65.6% | $92,233-77.4% | $69,631-70.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 11.34% | 19.71%-8.4pp | 176.28%-164.9pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $3,816 | $2,633+44.9% | $3,679+3.7% | $2,032+87.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $91 | $145-37.1% | $5,194-98.2% | $110-17.6% |