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.4+ years Filed as: BENESYS INC Service code 14 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 480982808 | Plan Administrator | $15,972 |
WALTER, BOESKY & ASSOCIATES, PC4+ years Service code 10 · EIN 38-3629743 17320 W TWELVE MILE ROAD SUITE 200 · SOUTHFIELD, MI 48076 | Accounting | $6,385 |
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 | $270,840-100.0% | $140,016-100.0% | - |
| Participation rate | 0.0% | 81.0%-81.0pp | 87.5%-87.5pp | - |
| Annual return | 68.10% | 3.44%+64.7pp | 651.12%-583.0pp | - |
| Employer contribution / active EE | $0 | $2,598-100.0% | $5,606-100.0% | - |
| Participant deferral / active EE | $0 | $3,773-100.0% | $6,927-100.0% | - |
| Admin fee / account holder | $0 | $13,391-100.0% | $10,705-100.0% | - |