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 |
|---|---|---|
BENESYS, INC.5 years Filed as: BENESYS, INC Service code 15 · EIN 38-2383171 | Recordkeeping | $70,745 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN GRAPHICS Service code 36 34895 GROESBECK HIGHWAY · CLINTON TOWNSHIP, MI 48035 | Direct payment from the plan; Copying... | $15,423 |
Filed as: WATKINS, PAWLICK, CALATI & PRIFTI Service code 29 1423 EAST 12 MILE ROAD · MADISON HEIGHTS, MI 48071 | Legal | $10,869 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 26 · EIN 13-2655998 | Advisory (Participants) | $10,000 |
Filed as: WRUBEL, WESLEY & CO CPAS Service code 10 · EIN 38-2574238 | Accounting | $9,600 |
PNC BANK, N.A.6+ years Filed as: PNC BANK Service code 50 ONE FINANCIAL PARKWAY · KALAMAZOO, MI 490097477 | Direct Payment | $5,986 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,308 | $78,275-58.7% | $109,143-70.4% | $86,799-62.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 33.18% | 19.14%+14.0pp | 25.75%+7.4pp | 97.91%-64.7pp |
| Employer contribution / active EE | $1,454 | $3,105-53.2% | $3,722-60.9% | $2,405-39.5% |
| Participant deferral / active EE | $13 | $3,641-99.6% | $4,653-99.7% | $4,131-99.7% |
| Admin fee / account holder | $150 | $198-24.6% | $6,752-97.8% | $170-11.8% |