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 year Filed as: BUTZEL LONG, A PROFESSIONAL CORP Service code 29 · EIN 38-2384883 | Legal | $9,689 |
TIAA2+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $3,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,923 | $65,409+48.2% | $98,442-1.5% | $85,850+12.9% |
| Participation rate | 93.2% | 65.0%+28.2pp | 73.3%+19.9pp | 69.3%+23.9pp |
| Annual return | 15.51% | 21.76%-6.2pp | 1492.73%-1477.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,008 | $3,166+216.1% | $4,276+134.0% | $3,952+153.3% |
| Admin fee / account holder | $93 | $4,593-98.0% | $5,949-98.4% | $6,260-98.5% |