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 |
|---|---|---|
MICHIGAN PLANNERS INC2 years Filed as: MICHIGAN PLANNERS, INC. Service code 51 · EIN 38-2449723 | Investment Mgmt Fees | $11,914 |
THE BENEFIT ADVANTAGE, INC.2 years Service code 13 | Contract Administrator | $7,568 |
THE BENEFIT ADVANTAGE, INC.2 years 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 | $64,256 | $65,435-1.8% | $86,677-25.9% | $66,914-4.0% |
| Participation rate | 89.0% | 75.5%+13.5pp | 76.6%+12.4pp | 69.8%+19.2pp |
| Annual return | -16.99% | -10.89%-6.1pp | 35.91%-52.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $3,031 | $2,153+40.8% | $2,836+6.9% | $2,544+19.1% |
| Participant deferral / active EE | $6,565 | $4,100+60.1% | $4,656+41.0% | $4,237+55.0% |
| Admin fee / account holder | $35 | $642-94.5% | $7,493-99.5% | $593-94.1% |