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, PLLC9 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $12,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $525 |
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 | $205,702 | $81,446+152.6% | $103,374+99.0% | $80,874+154.3% |
| Participation rate | 93.5% | 66.9%+26.7pp | 74.5%+19.0pp | 67.6%+25.9pp |
| Annual return | 20.31% | 25.57%-5.3pp | 24.89%-4.6pp | 35.62%-15.3pp |
| Employer contribution / active EE | $5,512 | $3,107+77.4% | $3,869+42.4% | $2,756+100.0% |
| Participant deferral / active EE | $11,406 | $3,870+194.7% | $5,058+125.5% | $4,297+165.4% |
| Admin fee / account holder | $136 | $6,715-98.0% | $8,394-98.4% | $6,935-98.0% |