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.6 years Filed as: BENESYS, INC Service code 15 · EIN 38-2383171 | Recordkeeping | $50,788 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN GRAPHICS Service code 36 34895 GROESBECK HIGHWAY · CLINTON TOWNSHIP, MI 48035 | Participant communication; Direct pay... | $14,541 |
MORGAN STANLEY SMITH BARNEY7+ 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 | $9,875 |
Filed as: WATKINS, PAWLICK, CALATI & PRIFTI Service code 29 1423 EAST 12 MILE ROAD · MADISON HEIGHTS, MI 48071 | Legal | $6,796 |
PNC BANK, N.A.7+ years Filed as: PNC BANK Service code 50 ONE FINANCIAL PARKWAY · KALAMAZOO, MI 490097477 | Direct Payment | $5,782 |
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 | $28,156 | $106,236-73.5% | $112,228-74.9% | $64,808-56.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -9.57% | -6.02%-3.6pp | 27.45%-37.0pp | 32.82%-42.4pp |
| Employer contribution / active EE | $1,592 | $3,166-49.7% | $3,635-56.2% | $2,506-36.5% |
| Participant deferral / active EE | $32 | $3,785-99.2% | $4,728-99.3% | $4,310-99.3% |
| Admin fee / account holder | $144 | $452-68.2% | $6,410-97.8% | $188-23.5% |