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 |
|---|---|---|
GRAND WEALTH MANAGEMENT LLC10+ years Service code 27 333 BRIDGE STREET NW · GRAND RAPIDS, MI 49504 | Advisory (Plan) | $36,539 |
THE VANGUARD GROUP, INC.8 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $22,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,294 | $80,724+73.8% | $103,333+35.8% | $74,495+88.3% |
| Participation rate | 96.5% | 65.7%+30.8pp | 74.5%+22.0pp | 67.2%+29.3pp |
| Annual return | 13.45% | 27.56%-14.1pp | 24.88%-11.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $8,164 | $3,157+158.6% | $3,868+111.1% | $2,623+211.2% |
| Participant deferral / active EE | $5,686 | $3,860+47.3% | $5,057+12.4% | $4,346+30.8% |
| Admin fee / account holder | $192 | $2,368-91.9% | $8,355-97.7% | $1,942-90.1% |