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 9-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 42-0127290 | Contract Administrator | $138,260 |
LPL FINANCIAL2 years Filed as: NEXT FINANCIAL GROUP INC Service code 27 · EIN 54-1900002 | Advisory (Plan) | $46,896 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW GRAND RAPIDS, PLLC Service code 10 · EIN 87-4032470 | Accounting | $9,500 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,248 | $88,890-27.7% | $102,423-37.3% | $77,643-17.3% |
| Participation rate | 97.4% | 80.9%+16.5pp | 76.5%+21.0pp | 70.6%+26.9pp |
| Annual return | 13.45% | 24.98%-11.5pp | 29.32%-15.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,628 | $2,698-39.7% | $3,023-46.2% | $2,726-40.3% |
| Participant deferral / active EE | $5,403 | $5,145+5.0% | $5,053+6.9% | $4,647+16.3% |
| Admin fee / account holder | $246 | $235+4.5% | $9,451-97.4% | $430-42.8% |