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 |
|---|---|---|
Filed as: MILLER FINANCIAL SERVICES, LLC Service code 27 · EIN 14-1861627 801 W MICHIGAN AVE · MARSHALL, MI 49068 | Advisory (Plan) | $20,222 |
TIAA4 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $17,629 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD Service code 27 · EIN 38-2340348 3883 TELEGRAPH RD 100 · BLOOMFIELD, MI 48302 | Advisory (Plan) | $13,937 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,851 | $69,745-11.3% | $67,511-8.4% | $74,546-17.0% |
| Participation rate | 88.8% | 71.3%+17.4pp | 72.9%+15.9pp | 67.2%+21.6pp |
| Annual return | 11.11% | -40.37%+51.5pp | 3517.41%-3506.3pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $1,103 | $2,705-59.2% | $2,733-59.6% | $2,624-58.0% |
| Participant deferral / active EE | $2,630 | $3,636-27.7% | $4,000-34.2% | $4,347-39.5% |
| Admin fee / account holder | $136 | $894-84.8% | $3,999-96.6% | $1,944-93.0% |