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 |
|---|---|---|
MORRIS, KALISH + WALGREN, PC4 years Service code 10 · EIN 38-2182462 26877 NORTHWESTN HWY 200 · SOUTHFIELD, MI 48033 | Accounting | $11,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,171 | $136,791-48.0% | $133,956-46.9% | - |
| Participation rate | 68.7% | 70.8%-2.1pp | 79.8%-11.2pp | - |
| Annual return | 21.56% | 9.25%+12.3pp | 45.09%-23.5pp | - |
| Employer contribution / active EE | $0 | $2,431-100.0% | $3,919-100.0% | - |
| Participant deferral / active EE | $1,759 | $3,586-50.9% | $5,048-65.1% | - |
| Admin fee / account holder | $116 | $8,409-98.6% | $8,927-98.7% | - |