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 |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $31,459 |
HUNGERFORD NICHOLS3+ years Filed as: HUNGERFORD, ALDRIN, NICHOLS & CARTE Service code 10 2910 LUCERNE DRIVE SE · GRAND RAPIDS, MI 49546 | Accounting | $9,200 |
MILLER JOHNSON3+ years Service code 29 250 MONROE AVE NW STE 800 · GRAND RAPIDS, MI 49503 | Legal | $638 |
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.
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 | $51,300 | $22,715+125.8% | $73,545-30.2% | - |
| Participation rate | 54.6% | 40.6%+14.1pp | 54.9%-0.3pp | - |
| Annual return | 12.40% | -6.79%+19.2pp | -15.16%+27.6pp | - |
| Employer contribution / active EE | $241 | $343-29.8% | $1,219-80.3% | - |
| Participant deferral / active EE | $1,261 | $761+65.6% | $1,806-30.2% | - |
| Admin fee / account holder | $260 | $1,186-78.1% | $2,320-88.8% | - |