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 |
|---|---|---|
AMERICAN FUNDS3 years Service code 15 · EIN 95-2566717 12711 N MERIDIAN STREET · CARMEL, IN 460329181 | Recordkeeping | $28,522 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 86-0206507 12711 N. MERIDIAN STREET · CARMEL, IN 460329181 | Recordkeeping | $28,158 |
Filed as: NOVARA TESIJA & CATENACCI, P.L.L.C. Service code 29 · EIN 38-3763096 888 W BIG BEAVER, STE 600 · TROY, MI 48084 | Legal | $22,202 |
Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $13,800 |
BULTYNCK & CO., P.L.L.C.4 years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $8,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,756 | $91,517-44.5% | $101,248-49.9% | $73,409-30.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 17.09% | 17.17%-0.1pp | 46.47%-29.4pp | 59.29%-42.2pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,033 | $3,338+20.8% | $4,370-7.7% | $3,805+6.0% |
| Admin fee / account holder | $196 | $216-9.2% | $5,945-96.7% | $158+24.1% |