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 6-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 |
|---|---|---|
EXECUTIVE WEALTH MANAGEMENT5 years Service code 27 2501 SPRING ARBOR RD. · JACKSON, MI 49203 | Advisory (Plan) | $28,323 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $6,515 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,414 | $88,982-73.7% | $102,438-77.1% | $77,671-69.9% |
| Participation rate | 88.1% | 80.9%+7.1pp | 76.5%+11.6pp | 70.6%+17.5pp |
| Annual return | 19.27% | 25.01%-5.7pp | 29.37%-10.1pp | 31.21%-11.9pp |
| Employer contribution / active EE | $1,386 | $2,698-48.6% | $3,024-54.2% | $2,726-49.2% |
| Participant deferral / active EE | $3,493 | $5,144-32.1% | $5,054-30.9% | $4,648-24.9% |
| Admin fee / account holder | $117 | $236-50.5% | $9,448-98.8% | $430-72.9% |