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 |
|---|---|---|
ZHANG FINANCIAL3 years Service code 27 5931 OAKLAND DRIVE · PORTAGE, MI 49024 | Advisory (Plan) | $25,789 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,689 | $55,415+144.9% | $155,509-12.7% | $74,495+82.1% |
| Participation rate | 51.9% | 61.9%-10.1pp | 78.2%-26.3pp | 67.2%-15.3pp |
| Annual return | 14.19% | 268.50%-254.3pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,414 | $2,267+6.5% | $4,672-48.3% | $2,623-8.0% |
| Participant deferral / active EE | $6,580 | $2,836+132.0% | $5,626+17.0% | $4,346+51.4% |
| Admin fee / account holder | $332 | $1,738-80.9% | $15,912-97.9% | $1,942-82.9% |