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.5+ years Filed as: BENESYS INC Service code 10 · EIN 38-3507129 700 TOWER DRIVE SUITE 300 · TROY, MI 480982808 | Accounting | $16,081 |
WALTER, BOESKY & ASSOCIATES, PC5+ years Service code 10 · EIN 38-3629743 17320 W TWELVE MILE ROAD SUITE 200 · SOUTHFIELD, MI 48076 | Accounting | $6,545 |
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 | $511,364-100.0% | $162,163-100.0% | - |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.6%-87.6pp | - |
| Annual return | -12.57% | 18.01%-30.6pp | 115.59%-128.2pp | - |
| Employer contribution / active EE | $0 | $2,842-100.0% | $5,614-100.0% | - |
| Participant deferral / active EE | $0 | $5,219-100.0% | $7,298-100.0% | - |
| Admin fee / account holder | $0 | $22,911-100.0% | $10,843-100.0% | - |