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 |
|---|---|---|
BLUEWATER ASSET MANAGEMENT9+ years Service code 28 4120 EAST BELTLINE AVENUE,SUITE 100 · GRAND RAPIDS, MI 49525 | Investment Management | $71,164 |
PENSERV PLAN SERVICES, INC.9+ years Service code 15 P.O. BOX 7248 · COLUMBIA, SC 29202 | Recordkeeping | $60,237 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $11,205 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,523 | $83,884-79.1% | $64,056-72.6% | $74,419-76.5% |
| Participation rate | 87.1% | 76.6%+10.5pp | 72.3%+14.8pp | 70.7%+16.4pp |
| Annual return | 12.60% | 16.57%-4.0pp | 33.69%-21.1pp | 34.38%-21.8pp |
| Employer contribution / active EE | $1,174 | $3,084-61.9% | $2,747-57.2% | $2,637-55.5% |
| Participant deferral / active EE | $2,120 | $3,692-42.6% | $3,880-45.4% | $4,528-53.2% |
| Admin fee / account holder | $124 | $196-36.7% | $3,068-96.0% | $348-64.3% |