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 |
|---|---|---|
WARNER NORCROSS & JUDD LLP2 years Service code 29 · EIN 38-1422647 | Legal | $84,670 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $38,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,891 |
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.
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 | $48,352 | $130,141-62.8% | $86,677-44.2% | $77,904-37.9% |
| Participation rate | 55.0% | 85.9%-30.9pp | 76.6%-21.5pp | 73.7%-18.6pp |
| Annual return | -16.38% | -12.75%-3.6pp | 35.91%-52.3pp | 12.21%-28.6pp |
| Employer contribution / active EE | $1,138 | $3,220-64.7% | $2,836-59.9% | $2,848-60.1% |
| Participant deferral / active EE | $3,540 | $5,757-38.5% | $4,656-24.0% | $4,806-26.3% |
| Admin fee / account holder | $51 | $132-61.4% | $7,493-99.3% | $133-61.6% |