See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHURCHILL PARTNERSHIP2 years Service code 26 200 E MAIN ST · MIDLAND, MI 48640 | Advisory (Participants) | $28,098 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,256 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,919 | $66,098-30.5% | $101,794-54.9% | $74,304-38.2% |
| Participation rate | 93.5% | 53.8%+39.8pp | 69.2%+24.4pp | 60.3%+33.2pp |
| Annual return | 17.70% | 19.59%-1.9pp | 30.53%-12.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,481 | $1,082+36.9% | $2,289-35.3% | $2,241-33.9% |
| Participant deferral / active EE | $4,815 | $2,781+73.1% | $4,084+17.9% | $3,767+27.8% |
| Admin fee / account holder | $308 | $4,146-92.6% | $8,777-96.5% | $2,969-89.6% |