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 | $52,540 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 70 · EIN 36-3485298 180 N. LASALLE, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $50,417 |
BENESYS, INC.7 years Service code 13 · EIN 38-2383171 700 TOWER DR STE. 300 · TROY, MI 48098 | Contract Administrator | $48,419 |
Filed as: NOVARA LAW GROUP, PLLC Service code 29 · EIN 38-3763096 888 W BIG BEAVER STE 870 · TROY, MI 48084 | Legal | $47,638 |
TITUS & URBANSKI, INC.6 years Service code 10 · EIN 34-1695540 3220 CENTRAL PARK WEST · TOLEDO, OH 43617 | Accounting | $21,500 |
MACQUEEN INSURANCE GROUP2 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 | $10,138 |
STEFANSKY, HOLLOWAY & NICHOLS, INC.10+ years Filed as: STEFANSKY, HOLLOWAY & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Accounting | $6,610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,168 | $241,101-63.8% | $103,333-15.6% | $199,593-56.3% |
| Participation rate | 98.3% | 78.3%+20.1pp | 74.5%+23.8pp | 72.0%+26.4pp |
| Annual return | 12.18% | 17.80%-5.6pp | 24.88%-12.7pp | 34.25%-22.1pp |
| Employer contribution / active EE | $6,094 | $4,244+43.6% | $3,868+57.6% | $3,034+100.9% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $92 | $288-68.0% | $8,355-98.9% | $269-65.8% |