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 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $23,289 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,179 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,994 | $81,474-9.2% | $133,956-44.8% | $73,488+0.7% |
| Participation rate | 84.2% | 76.4%+7.9pp | 79.8%+4.4pp | 70.7%+13.5pp |
| Annual return | 18.85% | 19.40%-0.6pp | 45.09%-26.2pp | 28.51%-9.7pp |
| Employer contribution / active EE | $3,767 | $2,209+70.5% | $3,919-3.9% | $2,270+65.9% |
| Participant deferral / active EE | $3,156 | $3,786-16.6% | $5,048-37.5% | $3,740-15.6% |
| Admin fee / account holder | $214 | $713-70.1% | $8,927-97.6% | $513-58.4% |