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, PLLC4+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-3123123 | Consulting | $39,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,126 |
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 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 | $69,258 | $57,384+20.7% | $106,387-34.9% | $56,287+23.0% |
| Participation rate | 75.5% | 71.3%+4.2pp | 77.5%-2.0pp | 69.9%+5.6pp |
| Annual return | -6.37% | 5.91%-12.3pp | 0.25%-6.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,586 | $2,348-32.4% | $3,520-54.9% | $2,111-24.8% |
| Participant deferral / active EE | $4,466 | $3,799+17.6% | $5,421-17.6% | $3,350+33.3% |
| Admin fee / account holder | $552 | $566-2.5% | $7,510-92.7% | $521+5.9% |