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.9 years Filed as: BENESYS, INC Service code 15 · EIN 38-2383171 | Recordkeeping | $43,791 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN GRAPHICS PRINTING Service code 36 34895 GROESBECK · CLINTON TOWNSHIP, MI 48035 | Participant communication; Copying an... | $27,989 |
Filed as: WATKINS, PAWLICK, CALATI & PRIFTI Service code 29 1423 EAST TWELVE MILE ROAD · MADISON HEIGHTS, MI 48071 | Legal | $16,720 |
Filed as: WRUBEL WESLEY & COMPANY CPAS Service code 10 · EIN 38-2574238 | Accounting | $11,100 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 26 · EIN 13-2655998 | Advisory (Participants) | $10,000 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 50 ONE FINANCIAL PARKWAY · KALAMAZOO, MI 490097477 | Direct Payment | $8,701 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $39,589 | $95,880-58.7% | $107,525-63.2% | $85,563-53.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 7.94% | 68.06%-60.1pp | 181.32%-173.4pp | 31.51%-23.6pp |
| Employer contribution / active EE | $2,571 | $3,812-32.6% | $3,754-31.5% | $2,654-3.1% |
| Participant deferral / active EE | $87 | $4,201-97.9% | $5,116-98.3% | $4,375-98.0% |
| Admin fee / account holder | $207 | $1,025-79.8% | $8,919-97.7% | $834-75.2% |