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 |
|---|---|---|
BUTZEL LONG1 year Filed as: BUTZEL LONG, A PROFESSIONAL CORP Service code 29 · EIN 38-2384883 | Legal | $20,767 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,867 |
TIAA7+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $5,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,215 | $63,745+66.6% | $98,442+7.9% | $79,386+33.8% |
| Participation rate | 97.5% | 69.9%+27.6pp | 73.3%+24.2pp | 70.7%+26.8pp |
| Annual return | 13.53% | 625.80%-612.3pp | 1492.73%-1479.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $8,285 | $2,557+224.0% | $2,960+179.9% | $2,427+241.3% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $92 | $516-82.1% | $5,949-98.5% | $626-85.3% |