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 |
|---|---|---|
Filed as: TIC MIDWEST Service code 10 · EIN 13-2600875 | Accounting | $69,926 |
STATEGIC ADVISORS, INC.4 years Filed as: STATEGIC CAPITAL ADVISORS Service code 16 · EIN 36-4268991 | Consulting | $66,192 |
NATIONAL INVESTMENT SERVICES9 years Service code 28 · EIN 80-0169636 | Investment Management | $58,955 |
COMERICA BANK8 years Service code 19 · EIN 38-0477375 | Securities Custodian | $42,764 |
ASHER KELLY5 years Service code 29 25800 NORTHWESTERN HWY · SOUTHFIELD, MI 48075 | Legal | $21,576 |
Filed as: UNTIED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $19,750 |
Filed as: WRUBEL WESLEY & CO CPAS Service code 10 · EIN 38-2574238 | Accounting | $13,350 |
Filed as: FIFTH THIRD BANK Service code 36 P.O.BOX 630900 · CINCINNATI, OH 45263 | Other services; Copying and duplicati... | $13,176 |
US POSTAL SERVICE1 year Filed as: UNITED STATES POSTAL SERVICE Service code 49 475 L ENFANT PLAZA SW · WASHINGTON, DC 20260 | Other Services | $5,464 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.81% | 9.24%+0.6pp | 9.65%+0.2pp | 10.71%-0.9pp |
| Employer contribution / active EE | $16,737 | $14,215+17.7% | $26,259-36.3% | $14,986+11.7% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |