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 14 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 480982808 | Plan Administrator | $14,811 |
WALTER, BOESKY & ASSOCIATES, PC1+ years Service code 10 · EIN 38-3629743 17320 W TWELVE MILE ROAD SUITE 200 · SOUTHFIELD, MI 48076 | Accounting | $6,170 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $629,339-100.0% | $123,104-100.0% | - |
| Participation rate | 0.0% | 82.7%-82.7pp | 86.8%-86.8pp | - |
| Annual return | -15.07% | -0.80%-14.3pp | 13.22%-28.3pp | - |
| Employer contribution / active EE | $0 | $3,722-100.0% | $5,151-100.0% | - |
| Participant deferral / active EE | $0 | $3,761-100.0% | $6,230-100.0% | - |
| Admin fee / account holder | $0 | $44,008-100.0% | $9,015-100.0% | - |