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 | $28,544 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-3123123 | Consulting | $13,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,542 | $74,347-69.7% | $93,606-75.9% | $67,579-66.6% |
| Participation rate | 54.2% | 80.6%-26.4pp | 75.8%-21.6pp | 71.3%-17.1pp |
| Annual return | 21.66% | 28.07%-6.4pp | 32.76%-11.1pp | 378.56%-356.9pp |
| Employer contribution / active EE | $342 | $2,583-86.7% | $2,718-87.4% | $2,148-84.1% |
| Participant deferral / active EE | $2,076 | $4,060-48.9% | $4,069-49.0% | $3,539-41.3% |
| Admin fee / account holder | $220 | $123+79.5% | $7,888-97.2% | $142+54.7% |