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 LONG2 years Filed as: BUTZEL LONG, A PROFESSIONAL CORP Service code 29 · EIN 38-2384883 | Legal | $18,473 |
TIAA8+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $7,819 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,600 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $5,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,734 | $51,197+79.2% | $82,719+10.9% | $66,914+37.1% |
| Participation rate | 93.8% | 67.8%+25.9pp | 72.6%+21.2pp | 69.8%+23.9pp |
| Annual return | -15.26% | -9.64%-5.6pp | 701.18%-716.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $9,197 | $2,611+252.3% | $3,009+205.7% | $2,544+261.5% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $112 | $416-73.2% | $5,329-97.9% | $593-81.2% |