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 |
|---|---|---|
THOMAS D LUCZAK, PLLC1 year Filed as: LAW OFFICE OF THOMAS D. LUCZAK PLLC Service code 29 · EIN 87-3430280 438 S. FIFTH AVE · ANN ARBOR, MI 48104 | Legal | $178,136 |
RBC WEALTH MANAGEMENT7 years Service code 27 38505 WOODWARD STE 150 · BLOOMFIELD HILLS, MI 48104 | Advisory (Plan) | $92,836 |
ADP BROKER-DEALER10+ years Filed as: ADP Service code 15 · EIN 22-1467904 PO BOX 830272 · PHILADELPHIA, PA 19182 | Recordkeeping | $85,444 |
Filed as: ANN ARBOR BENEFITS ADMINISTRATORS Service code 13 · EIN 38-2866123 3135 S. STATE ST. SUITE 105 · ANN ARBOR, MI 48108 | Contract Administrator | $47,576 |
POLK AND ASSOCIATES, P.L.C.9 years Service code 10 · EIN 38-3388760 30600 TELEGRAPH RD 2191 · BINGHAM FARMS, MI 48025 | Accounting | $33,300 |
CONLIN'S FURNITURE1 year Filed as: CONLIN, MCKENNEY & PHILBRICK, P.C. Service code 29 350 S. MAIN, STE 400 · ANN ARBOR, MI 48104 | Legal | $8,483 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 4 NORTHEASTERN BOULEVARD · SALEM, NH 03079 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,954 | $103,641+29.2% | $107,525+24.6% | $102,872+30.2% |
| Participation rate | 78.8% | 79.4%-0.6pp | 75.1%+3.7pp | 73.0%+5.8pp |
| Annual return | 11.42% | 13.08%-1.7pp | 181.32%-169.9pp | 19.06%-7.6pp |
| Employer contribution / active EE | $5,826 | $5,096+14.3% | $3,754+55.2% | $3,526+65.2% |
| Participant deferral / active EE | $2,394 | $3,789-36.8% | $5,116-53.2% | $5,535-56.8% |
| Admin fee / account holder | $261 | $276-5.7% | $8,919-97.1% | $292-10.9% |