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 |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS INC Service code 12 · EIN 38-3507129 700 TOWER DRIVE STE 300 · TROY, MI 480982808 | Claims processing; Plan Administrator... | $111,535 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 13-2655998 4000 TOWN CENTER 1800 · SOUTHFIELD, MI 480751505 | Advisory (Plan) | $68,750 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN GRAPHICS INC Service code 36 · EIN 38-2090031 1629 W LAFAYETTE BLVD · DETROIT, MI 482161927 | Copying and duplicating | $14,517 |
O'SULLIVAN ASSOCIATES3+ years Filed as: SULLIVAN, WARD, ASHER, & PATTON, PC Service code 29 · EIN 38-2384883 25800 NORTHWEWEATERN HWY 1000 · SOUTHFIELD, MI 480751000 | Legal | $12,435 |
WALTER, BOESKY & ASSOCIATES, PC3+ years Service code 10 · EIN 38-3629743 17320 W 12 MILE ROAD 200 · SOUTHFIELD, MI 48076 | Accounting | $10,860 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,860 | $46,100+14.7% | $86,590-39.0% | $69,631-24.1% |
| Participation rate | 99.4% | 67.2%+32.2pp | 73.5%+25.9pp | 70.7%+28.7pp |
| Annual return | 16.74% | 21.02%-4.3pp | 964.84%-948.1pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $501 | $1,850-72.9% | $2,839-82.4% | $2,032-75.4% |
| Participant deferral / active EE | $2,982 | $2,432+22.6% | $3,609-17.4% | $3,224-7.5% |
| Admin fee / account holder | $191 | $94+103.1% | $4,906-96.1% | $110+72.5% |