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 8-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 27 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Advisory (Plan) | $45,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,576 | $176,491-65.1% | $95,952-35.8% | $90,288-31.8% |
| Participation rate | 52.9% | 86.6%-33.7pp | 77.1%-24.2pp | 73.4%-20.4pp |
| Annual return | 20.52% | 20.14%+0.4pp | 91.61%-71.1pp | 53.97%-33.4pp |
| Employer contribution / active EE | $1,012 | $2,789-63.7% | $2,541-60.2% | $2,524-59.9% |
| Participant deferral / active EE | $2,911 | $5,340-45.5% | $4,167-30.1% | $4,232-31.2% |
| Admin fee / account holder | $124 | $154-19.6% | $6,795-98.2% | $114+8.5% |