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 LONG2 years Filed as: BUTZEL LONG, A PROFESSIONAL CORP Service code 29 · EIN 38-2384883 | Legal | $9,877 |
TIAA3+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $3,094 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,116 | $54,350+62.1% | $82,719+6.5% | $68,494+28.6% |
| Participation rate | 91.3% | 63.9%+27.4pp | 72.6%+18.8pp | 67.9%+23.4pp |
| Annual return | -12.02% | -13.67%+1.7pp | 701.18%-713.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,406 | $3,246+220.6% | $4,395+136.8% | $4,027+158.4% |
| Admin fee / account holder | $125 | $4,395-97.2% | $5,329-97.7% | $5,403-97.7% |