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 |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC10+ years Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $294,986 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $142,177 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN PLLC Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $17,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,764 | $122,186+20.9% | $146,958+0.5% | $199,593-26.0% |
| Participation rate | 99.4% | 78.3%+21.1pp | 82.2%+17.2pp | 72.0%+27.4pp |
| Annual return | 16.30% | 30.56%-14.3pp | 418.34%-402.0pp | 34.25%-18.0pp |
| Employer contribution / active EE | $4,210 | $4,093+2.9% | $4,933-14.7% | $3,034+38.8% |
| Participant deferral / active EE | $11,665 | $8,502+37.2% | $8,070+44.5% | $5,087+129.3% |
| Admin fee / account holder | $200 | $179+12.1% | $12,998-98.5% | $269-25.5% |