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 | $107,220 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $16,200 |
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 | $23,776 | $107,459-77.9% | $135,903-82.5% | $80,160-70.3% |
| Participation rate | 82.4% | 78.0%+4.3pp | 81.9%+0.5pp | 72.9%+9.5pp |
| Annual return | 42.27% | 91.91%-49.6pp | 68.23%-26.0pp | 40.38%+1.9pp |
| Employer contribution / active EE | $501 | $3,877-87.1% | $4,856-89.7% | $2,978-83.2% |
| Participant deferral / active EE | $3,262 | $8,195-60.2% | $7,758-57.9% | $5,017-35.0% |
| Admin fee / account holder | $62 | $127-51.2% | $10,762-99.4% | $145-57.3% |