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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $123,529 |
WARNER NORCROSS & JUDD LLP5 years Service code 29 · EIN 38-1422647 | Legal | $79,038 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $75,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $21,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,317 |
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 that benefits due were not provided when due.
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 | $93,622 | $128,899-27.4% | $113,168-17.3% | $102,872-9.0% |
| Participation rate | 60.4% | 87.0%-26.6pp | 76.6%-16.2pp | 73.0%-12.6pp |
| Annual return | 16.09% | 15.88%+0.2pp | 24.27%-8.2pp | 19.06%-3.0pp |
| Employer contribution / active EE | $1,534 | $3,713-58.7% | $2,975-48.4% | $3,526-56.5% |
| Participant deferral / active EE | $4,346 | $6,787-36.0% | $5,107-14.9% | $5,535-21.5% |
| Admin fee / account holder | $107 | $129-17.4% | $12,068-99.1% | $292-63.4% |