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: FIDELITY INVESTMENT INSTITUIONAL OP Service code 64 · EIN 04-2647786 100 CROSBY PKWY · COVINGTON, KY 41015 | Recordkeeping Fees | $67,091 |
MARQUETTE ASSOCIATES11+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 70 · EIN 36-3485298 180 N. LASALLE, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $55,000 |
Filed as: NOVARA LAW GROUP, PLLC Service code 29 · EIN 38-3763096 888 W BIG BEAVER STE 870 · TROY, MI 48084 | Legal | $50,825 |
BENESYS, INC.8 years Service code 13 · EIN 38-2383171 700 TOWER DR STE. 300 · TROY, MI 48098 | Contract Administrator | $50,432 |
TITUS & URBANSKI, INC.7 years Service code 10 · EIN 34-1695540 3220 CENTRAL PARK WEST · TOLEDO, OH 43617 | Accounting | $26,100 |
MACQUEEN INSURANCE GROUP3 years Filed as: MACQUEEN AND ASSOCIATES LLC Service code 22 · EIN 20-0495393 415 S WEST ST STE 350 · ROYAL OAK, MI 48067 | Insurance Broker | $6,901 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,988 | $103,641+3.2% | $107,525-0.5% | $102,872+4.0% |
| Participation rate | 99.8% | 79.4%+20.4pp | 75.1%+24.8pp | 73.0%+26.8pp |
| Annual return | 18.78% | 13.08%+5.7pp | 181.32%-162.5pp | 19.06%-0.3pp |
| Employer contribution / active EE | $11,168 | $5,096+119.2% | $3,754+197.5% | $3,526+216.7% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $104 | $276-62.5% | $8,919-98.8% | $292-64.5% |