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: PROSPERA FINANCIAL Service code 27 · EIN 75-1832551 | Advisory (Plan) | $30,099 |
DOEREN MAYHEW6+ years Filed as: DOEREN MAYHEW & CO., PC Service code 10 305 W. BIG BEAVER RD · TROY, MI 48084 | Accounting | $11,520 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,244 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,693 | $86,286+122.2% | $111,297+72.2% | $85,850+123.3% |
| Participation rate | 87.0% | 73.3%+13.6pp | 77.3%+9.6pp | 69.3%+17.6pp |
| Annual return | 11.71% | 19.99%-8.3pp | 54.65%-42.9pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,690 | $2,043-17.3% | $2,731-38.1% | $2,565-34.1% |
| Participant deferral / active EE | $5,105 | $3,641+40.2% | $4,487+13.8% | $3,952+29.2% |
| Admin fee / account holder | $539 | $8,188-93.4% | $7,964-93.2% | $6,260-91.4% |