See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC5 years Service code 10 · EIN 38-1357951 | Accounting | $57,994 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,259 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,182 | $88,890-23.3% | $102,423-33.4% | $77,643-12.2% |
| Participation rate | 71.7% | 80.9%-9.2pp | 76.5%-4.8pp | 70.6%+1.1pp |
| Annual return | 20.90% | 24.98%-4.1pp | 29.32%-8.4pp | 31.24%-10.3pp |
| Employer contribution / active EE | $2,612 | $2,698-3.2% | $3,023-13.6% | $2,726-4.2% |
| Participant deferral / active EE | $7,977 | $5,145+55.0% | $5,053+57.9% | $4,647+71.7% |
| Admin fee / account holder | $425 | $235+80.5% | $9,451-95.5% | $430-1.3% |