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 9-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 |
|---|---|---|
SECURE ASSET MANAGEMENT2 years Service code 27 2565 W MAPLE RD · TROY, MI 48084 | Advisory (Plan) | $37,576 |
BARCLAY PLANNING GROUP2 years Service code 15 345 DIVERSION ST #400 · ROCHESTER, MI 48307 | Recordkeeping | $22,520 |
CARNAGHI & SCHWARK, P.L.C.1 year Filed as: CARNAGHI & SCHWARK, PLLC Service code 10 30435 GROESBECK HIGHWAY · ROSEVILLE, MI 48066 | Accounting | $15,000 |
Filed as: WATKINS, PAWLICK, CALATI & PRIFTI Service code 29 1423 EAST 12 MILE ROAD · MADISON HEIGHTS, MI 48071 | Legal | $8,275 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,524 | $91,372-2.0% | $129,995-31.1% | $74,419+20.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 15.17% | 23.21%-8.0pp | -137.18%+152.3pp | 34.38%-19.2pp |
| Employer contribution / active EE | $2,244 | $2,563-12.5% | $4,320-48.1% | $2,637-14.9% |
| Participant deferral / active EE | $1,017 | $4,721-78.5% | $5,820-82.5% | $4,528-77.5% |
| Admin fee / account holder | $318 | $283+12.3% | $10,614-97.0% | $348-8.5% |