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 13 | Contract Administrator | $7,594 |
MICHIGAN PLANNERS INC1 year Filed as: MICHIGAN PLANNERS, INC. Service code 51 · EIN 38-2082239 | Investment Mgmt Fees | $4,966 |
Filed as: THE BENEFIT ADVANTAGE Service code 13 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,318 | $84,936+7.5% | $111,297-18.0% | $79,386+15.0% |
| Participation rate | 94.7% | 75.9%+18.8pp | 77.3%+17.4pp | 70.7%+24.0pp |
| Annual return | 28.67% | 17.45%+11.2pp | 54.65%-26.0pp | 116.85%-88.2pp |
| Employer contribution / active EE | $3,000 | $1,979+51.6% | $2,731+9.8% | $2,427+23.6% |
| Participant deferral / active EE | $6,609 | $3,888+70.0% | $4,487+47.3% | $4,046+63.4% |
| Admin fee / account holder | -$48 | $537-108.9% | $7,964-100.6% | $626-107.6% |