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 |
|---|---|---|
MICHAEL F. YATES & COMPANY, INC.5+ years Filed as: MICHAEL T. STELTER & ASSOCIATES Service code 27 5090 STATE STREET, SUITE D200 · SAGINAW, MI 48603 | Advisory (Plan) | $105,107 |
UNIFIED TRUST COMPANY, N.A.5+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $86,360 |
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 | $39,004 | $40,113-2.8% | $84,015-53.6% | $77,787-49.9% |
| Participation rate | 83.8% | 62.8%+21.0pp | 69.0%+14.8pp | 73.2%+10.6pp |
| Annual return | 21.44% | 23.27%-1.8pp | 71.31%-49.9pp | 32.57%-11.1pp |
| Employer contribution / active EE | $1,381 | $847+63.0% | $1,983-30.4% | $2,504-44.9% |
| Participant deferral / active EE | $3,562 | $2,030+75.5% | $3,239+10.0% | $3,967-10.2% |
| Admin fee / account holder | $120 | $92+31.3% | $6,101-98.0% | $100+20.2% |