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+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $6,600 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
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 | $135,920 | $56,897+138.9% | $84,750+60.4% | $62,891+116.1% |
| Participation rate | 98.8% | 68.5%+30.3pp | 76.6%+22.2pp | 69.3%+29.5pp |
| Annual return | 4.74% | 6.30%-1.6pp | 22.78%-18.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $4,737 | $2,400+97.4% | $3,574+32.5% | $2,281+107.7% |
| Participant deferral / active EE | $9,084 | $2,709+235.3% | $3,712+144.7% | $3,203+183.6% |
| Admin fee / account holder | $58 | $3,581-98.4% | $5,332-98.9% | $4,296-98.7% |