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 |
|---|---|---|
NATIONAL INVESTMENT SERVICES4+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 200 W MADISON STREET 2900 · CHICAGO, IL 60606 | Investment Management | $92,791 |
Service code 29 · EIN 38-3763096 200 TOWN CENTER, STE 2370 · SOUTHFIELD, MI 48075 | Legal | $71,849 |
Service code 27 · EIN 36-4268991 700 EAST BUTTERFIELD RD · LOMBARD, IL 60148 | Advisory (Plan) | $69,700 |
Service code 14 · EIN 13-2600875 11590 NORTH MERIDIAN · CARMEL, IN 460324529 | Plan Administrator | $63,855 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN, 610 · CARMEL, IN 460324529 | Actuarial | $53,800 |
Filed as: PRUDENTIAL RET INS AND ANNUITY CO. Service code 23 · EIN 06-1050034 PO BOX 7960 · PHILADELPHIA, PA 19176 | Insurance services; Direct payment fr... | $47,538 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 7720 MICHIGAN AVE · DETROIT, MI 48210 | Securities Custodian | $22,060 |
BULTYNCK & CO., P.L.L.C.2 years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $17,500 |
Service code 10 22260 HAGGERTY ROAD · NORTHVILLE, MI 48167 | Accounting | $13,214 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 7.21% | 10.27%-3.1pp | 10.56%-3.4pp | 53.27%-46.1pp |
| Employer contribution / active EE | $18,646 | $12,273+51.9% | $30,197-38.3% | $14,774+26.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |