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 |
|---|---|---|
CENTENNIAL SECURITIES6 years Service code 26 · EIN 38-2214928 3075 CHARLEVOIX DRIVE SE · GRAND RAPIDS, MI 49546 | Advisory (Participants) | $21,657 |
PATHWAY BENEFIT SERVICES6 years Service code 15 · EIN 38-2696931 5099 S. DIVISION AVE · WYOMING, MI 495485601 | Recordkeeping | $1,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,586 | $49,451-1.7% | $79,550-38.9% | $66,914-27.4% |
| Participation rate | 86.8% | 61.3%+25.4pp | 69.5%+17.3pp | 69.8%+17.0pp |
| Annual return | -15.45% | 84.25%-99.7pp | 0.16%-15.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,825 | $1,266+44.2% | $2,413-24.4% | $2,544-28.3% |
| Participant deferral / active EE | $4,142 | $3,159+31.1% | $3,985+3.9% | $4,237-2.2% |
| Admin fee / account holder | $101 | $595-83.0% | $6,832-98.5% | $593-83.0% |