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 |
|---|---|---|
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-3123123 | Consulting | $57,101 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,064 |
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 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 | $79,600 | $64,954+22.5% | $115,752-31.2% | $62,292+27.8% |
| Participation rate | 55.8% | 73.0%-17.2pp | 77.8%-21.9pp | 69.5%-13.7pp |
| Annual return | 15.54% | 24.87%-9.3pp | 19.41%-3.9pp | 28.90%-13.4pp |
| Employer contribution / active EE | $979 | $2,344-58.2% | $3,492-72.0% | $2,042-52.0% |
| Participant deferral / active EE | $2,670 | $3,665-27.2% | $5,204-48.7% | $3,169-15.8% |
| Admin fee / account holder | $807 | $414+95.1% | $6,278-87.1% | $479+68.3% |