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 |
|---|---|---|
BENEFIT PLAN SERVICES1 year Service code 13 · EIN 38-2408757 | Contract Administrator | $9,460 |
Filed as: THE MICHIGAN PENSION GROUP Service code 13 · EIN 38-2781642 | Contract Administrator | $1,450 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,905 | $50,815-31.3% | $155,509-77.6% | $77,643-55.0% |
| Participation rate | 43.1% | 63.1%-20.0pp | 78.2%-35.1pp | 70.6%-27.5pp |
| Annual return | 12.39% | 34.80%-22.4pp | 64.67%-52.3pp | 31.24%-18.9pp |
| Employer contribution / active EE | $315 | $1,993-84.2% | $4,672-93.3% | $2,726-88.5% |
| Participant deferral / active EE | $2,174 | $2,822-23.0% | $5,626-61.4% | $4,647-53.2% |
| Admin fee / account holder | $79 | $437-81.9% | $15,912-99.5% | $430-81.6% |