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.8 years Filed as: BENESYS, INC Service code 15 · EIN 38-2383171 | Recordkeeping | $62,448 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN GRAPHICS PRINTING Service code 36 34895 GROESBECK · CLINTON TOWNSHIP, MI 48035 | Participant communication; Copying an... | $18,224 |
Filed as: WRUBEL WESLEY AND COMPANY C.P.A.S Service code 10 · EIN 38-2574238 | Accounting | $10,600 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 26 · EIN 13-2655998 | Advisory (Participants) | $10,000 |
Filed as: WATKINS, PAWLICK, CALATI & PRIFTI Service code 29 1423 EAST TWELVE MILE ROAD · MADISON HEIGHTS, MI 48071 | Legal | $7,855 |
PNC BANK, N.A.9+ years Filed as: PNC BANK Service code 50 ONE FINANCIAL PARKWAY · KALAMAZOO, MI 490097477 | Direct Payment | $7,014 |
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 | $36,660 | $82,917-55.8% | $103,333-64.5% | $77,643-52.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 19.04% | 19.13%-0.1pp | 24.88%-5.8pp | 31.24%-12.2pp |
| Employer contribution / active EE | $2,332 | $3,552-34.3% | $3,868-39.7% | $2,726-14.4% |
| Participant deferral / active EE | $48 | $4,108-98.8% | $5,057-99.0% | $4,647-99.0% |
| Admin fee / account holder | $178 | $638-72.1% | $8,355-97.9% | $430-58.7% |