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 |
|---|---|---|
Service code 10 · EIN 13-2600875 30700 TELEGRAPH ROAD, SUITE 2400 · BINGHAM FARMS, MI 48025 | Accounting | $39,271 |
BENNETT & ASSOCIATES CPAS PLLC7+ years Service code 10 · EIN 27-3488128 100 HURONVIEW BLVD, SUITE 200 · ANN ARBOR, MI 48103 | Accounting | $15,170 |
THE SEGAL COMPANY5 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 1300 E NINTH STREET, SUITE 1900 · CLEVELAND, OH 44114 | Advisory (Plan) | $12,500 |
Filed as: PRUDENTIAL RETIREMENT INS AND ANNUI Service code 15 · EIN 06-1050034 3 GATEWAY CENTER, 14TH FLOOR · NEWARK, NJ 07102 | Recordkeeping | $8,850 |
FERGUSON WIDMAYER & CLARK PC4 years Service code 29 · EIN 38-2995783 538 N DIVISION · ANN ARBOR, MI 48104 | Legal | $8,398 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,411 | $76,774-64.3% | $112,228-75.6% | $77,904-64.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -5.56% | -10.25%+4.7pp | 27.45%-33.0pp | 12.21%-17.8pp |
| Employer contribution / active EE | $931 | $3,977-76.6% | $3,635-74.4% | $2,848-67.3% |
| Participant deferral / active EE | $2,469 | $3,778-34.7% | $4,728-47.8% | $4,806-48.6% |
| Admin fee / account holder | $56 | $239-76.6% | $6,410-99.1% | $133-57.7% |