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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL CA, CA 94903 | Advisory (Plan) | $23,341 |
Filed as: THE MICHIGAN PENSION GROUP INC Service code 13 | Contract Administrator | $4,679 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,260 |
Filed as: THE MICHIGAN PENSION GROUP, INC Service code 13 15 CAPITAL AVE NE · BATTLE CREEK, MI 49017 | Contract Administrator | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,979 | $79,184-45.7% | $102,438-58.0% | $74,546-42.3% |
| Participation rate | 86.6% | 74.8%+11.8pp | 76.5%+10.1pp | 67.2%+19.4pp |
| Annual return | 15.31% | 54.95%-39.6pp | 29.37%-14.1pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $1,355 | $2,362-42.6% | $3,024-55.2% | $2,624-48.4% |
| Participant deferral / active EE | $3,144 | $4,414-28.8% | $5,054-37.8% | $4,347-27.7% |
| Admin fee / account holder | $19 | $2,001-99.0% | $9,448-99.8% | $1,944-99.0% |