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 |
|---|---|---|
BENESYS, INC.1+ years Filed as: BENESYS INC Service code 12 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 480982808 | Plan Administrator; Direct payment fr... | $226,445 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 220 PARK STREET, SUITE 220 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $30,000 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN GRAPHICS INC Service code 36 · EIN 38-2090031 1629 W LAFAYETTE BLVD · DETROIT, MI 482161927 | Copying and duplicating | $26,098 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 535 MIDDLEFIELD RD SUITE 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $21,070 |
O'SULLIVAN ASSOCIATES1+ years Filed as: SULLIVAN, WARD, ASHER & PATTON, PC Service code 29 · EIN 38-1880608 25800 NORTHWESTERN HWY · SOUTHFIELD, MI 480370222 | Legal | $16,971 |
WALTER, BOESKY & ASSOCIATES, PC1+ years Filed as: WALTER, BOESKY & ASSOCIATES, P.C. Service code 10 · EIN 38-3629743 17320 W 12 MILE ROAD SUITE 200 · SOUTHFIELD, MI 48076 | Accounting | $10,750 |
MACQUEEN INSURANCE GROUP1+ years Service code 23 · EIN 20-0495393 2191 TWELVE MILE ROAD · BERKLEY, MI 48072 | Insurance services | $5,248 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,268 | $34,220+84.9% | $73,843-14.3% | $59,188+6.9% |
| Participation rate | 100.0% | 59.1%+40.9pp | 73.4%+26.6pp | 69.4%+30.6pp |
| Annual return | 0.12% | 3.36%-3.2pp | 2267.84%-2267.7pp | 5.51%-5.4pp |
| Employer contribution / active EE | $3,293 | $1,480+122.5% | $2,787+18.1% | $2,098+57.0% |
| Participant deferral / active EE | $1,317 | $2,035-35.3% | $3,583-63.2% | $3,265-59.6% |
| Admin fee / account holder | $125 | $64+94.8% | $4,880-97.4% | $92+35.4% |