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 4-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 · EIN 38-2278726 332 LAKE FOREST ROAD · ROCHESTER HILLS, MI 483092234 | Contract Administrator | $117,600 |
DEAN & FULKERSON, P.C.2 years Service code 29 · EIN 38-2546798 801 WEST BIG BEAVER · TROY, MI 480844724 | Legal | $55,674 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975124 101 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $17,142 |
CARNAGHI & SCHWARK, P.L.C.3+ years Service code 10 · EIN 46-1506714 30435 GROESBECK HIGHWAY · ROSEVILLE, MI 48066 | Accounting | $14,525 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $385,501-100.0% | $350,496-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.6%-44.6pp | 31.4%-31.4pp | 45.9%-45.9pp |
| Annual return | -3.37% | 13.23%-16.6pp | 12.88%-16.2pp | 10.21%-13.6pp |
| Employer contribution / active EE | $0 | $45,589-100.0% | $40,010-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,618-100.0% | $7,226-100.0% | $13,518-100.0% |