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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $109,656 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,142 | $95,388-84.1% | $125,339-87.9% | $77,904-80.6% |
| Participation rate | 88.3% | 78.6%+9.7pp | 82.4%+5.9pp | 73.7%+14.6pp |
| Annual return | -12.96% | 116.19%-129.2pp | 572.05%-585.0pp | 12.21%-25.2pp |
| Employer contribution / active EE | $532 | $3,666-85.5% | $4,814-89.0% | $2,848-81.3% |
| Participant deferral / active EE | $3,509 | $7,711-54.5% | $7,446-52.9% | $4,806-27.0% |
| Admin fee / account holder | $57 | $119-51.9% | $10,010-99.4% | $133-56.9% |