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 |
|---|---|---|
MMLIS3 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Commissions | $40,322 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,284 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 P O BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $13,896 |
THE MICHIGAN PENSION GROUP, INC.10+ years Service code 13 | Contract Administrator | $13,553 |
THE MICHIGAN PENSION GROUP, INC.10+ years Filed as: THE MICHIGAN PENSION GROUP Service code 13 15 CAPITAL AVE NE · BATTLE CREEK, MI 49017 | Contract Administrator | $9,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,855 | $50,820-15.7% | $155,567-72.5% | $77,671-44.8% |
| Participation rate | 28.4% | 63.1%-34.7pp | 78.2%-49.8pp | 70.6%-42.2pp |
| Annual return | 12.98% | 34.85%-21.9pp | 64.74%-51.8pp | 31.21%-18.2pp |
| Employer contribution / active EE | $342 | $1,993-82.8% | $4,674-92.7% | $2,726-87.5% |
| Participant deferral / active EE | $1,071 | $2,823-62.1% | $5,628-81.0% | $4,648-77.0% |
| Admin fee / account holder | $136 | $436-68.8% | $15,916-99.1% | $430-68.4% |