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, PLLC1 year Filed as: PLANTE MORAN Service code 16 · EIN 38-3123123 | Consulting | $41,256 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,619 |
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 | $101,071 | $95,762+5.5% | $379,746-73.4% | $79,858+26.6% |
| Participation rate | 84.9% | 74.0%+11.0pp | 78.4%+6.5pp | 69.6%+15.3pp |
| Annual return | 13.11% | 18.26%-5.2pp | 34.90%-21.8pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,883 | $2,695-30.1% | $3,540-46.8% | $2,471-23.8% |
| Participant deferral / active EE | $4,931 | $4,705+4.8% | $6,024-18.1% | $3,740+31.8% |
| Admin fee / account holder | $641 | $6,745-90.5% | $7,927-91.9% | $5,306-87.9% |