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 9-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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $7,258 |
THE MICHIGAN PENSION GROUP, INC.2+ years Service code 13 · EIN 38-2781642 | Contract Administrator | $2,975 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $1,180 |
Filed as: THE MIDWEST PENSION GROUP Service code 13 · EIN 38-2781642 | Contract Administrator | $200 |
AARON H. KIM2+ years Filed as: AARON J SNIDER Service code 53 5141 GATEWAY CTR STE 400 · FLINT, MI 48507 | Insurance Commissions | $0 |
AMANDA SNIDER DOREN2+ years Service code 53 5141 GATEWAY CTR STE 400 · FLINT, MI 48507 | Insurance Commissions | $0 |
AMERICAN FUNDS2+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
E CRAIG YOUNG2+ years Filed as: CRAIG L MILLER Service code 53 924 CENTENNIAL WAY STE 480 · LANSING, MI 48917 | Insurance Commissions | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
JEFFREY SLOCUM & ASSOCIATES2+ years Filed as: JEFFREY J SNIDER Service code 53 5141 GATEWAY CTR STE 400 · FLINT, MI 48507 | Insurance Commissions | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,407 | $37,196-93.5% | $154,107-98.4% | $55,725-95.7% |
| Participation rate | 45.7% | 64.1%-18.4pp | 83.0%-37.4pp | 70.9%-25.2pp |
| Annual return | -16.87% | 1319.68%-1336.5pp | 735.12%-752.0pp | 244.93%-261.8pp |
| Employer contribution / active EE | $163 | $1,614-89.9% | $5,298-96.9% | $2,078-92.1% |
| Participant deferral / active EE | $672 | $2,068-67.5% | $5,081-86.8% | $3,356-80.0% |
| Admin fee / account holder | $51 | $102-49.7% | $13,411-99.6% | $115-55.6% |