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 |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC2+ years Filed as: GREGORY J. SCHWARTZ, CO. Service code 27 3707 W. MAPLE RD., SUITE 201 · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $34,231 |
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $4,253 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,815 | $60,165+12.7% | $74,183-8.6% | $55,167+22.9% |
| Participation rate | 97.4% | 74.2%+23.2pp | 76.6%+20.8pp | 69.0%+28.4pp |
| Annual return | 10.90% | 10.00%+0.9pp | 17.74%-6.8pp | 169.23%-158.3pp |
| Employer contribution / active EE | $2,827 | $1,600+76.7% | $2,370+19.3% | $1,963+44.0% |
| Participant deferral / active EE | $3,841 | $2,973+29.2% | $3,550+8.2% | $3,054+25.8% |
| Admin fee / account holder | $283 | $419-32.5% | $5,586-94.9% | $504-43.8% |