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 |
|---|---|---|
BUTZEL LONG1+ years Service code 29 · EIN 38-2384883 | Legal | $7,575 |
TIAA1+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $1,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,279 | $60,124+46.8% | $90,404-2.4% | $79,858+10.5% |
| Participation rate | 95.9% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.3pp |
| Annual return | 12.52% | 71.94%-59.4pp | 1293.02%-1280.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,575 | $2,938+293.9% | $3,963+192.0% | $3,740+209.5% |
| Admin fee / account holder | $57 | $3,976-98.6% | $5,611-99.0% | $5,306-98.9% |