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 |
|---|---|---|
IANNUZZI MANETTA & CO1+ years Service code 10 1175 W LONG LAKE RD · TROY, MI 48098 | Accounting | $9,125 |
ABG PORTFOLIO STRATEGIES, INC.2+ years Service code 16 · EIN 38-3462761 | Consulting | $8,783 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MICHIGAN Service code 15 · EIN 38-2738460 | Recordkeeping | $4,680 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,370 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,570 | $52,884-63.0% | $84,750-76.9% | $55,167-64.5% |
| Participation rate | 79.6% | 67.5%+12.1pp | 76.6%+3.0pp | 69.0%+10.6pp |
| Annual return | 8.28% | 18.03%-9.8pp | 22.78%-14.5pp | 169.23%-160.9pp |
| Employer contribution / active EE | $5,863 | $2,233+162.5% | $3,574+64.0% | $1,963+198.7% |
| Participant deferral / active EE | $1,938 | $2,644-26.7% | $3,712-47.8% | $3,054-36.5% |
| Admin fee / account holder | $210 | $581-63.9% | $5,332-96.1% | $504-58.4% |