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 year Filed as: PLANTE & MORAN PLLC Service code 99 · EIN 31-1208849 | Other Fees | $20,207 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $10,430 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,230 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,299 | $63,905-19.7% | $74,183-30.8% | $57,658-11.0% |
| Participation rate | 44.6% | 79.8%-35.2pp | 76.6%-32.0pp | 70.2%-25.6pp |
| Annual return | 7.92% | 60.60%-52.7pp | 17.74%-9.8pp | 5.13%+2.8pp |
| Employer contribution / active EE | $515 | $1,840-72.0% | $2,370-78.3% | $1,974-73.9% |
| Participant deferral / active EE | $1,361 | $3,448-60.5% | $3,550-61.7% | $3,061-55.5% |
| Admin fee / account holder | $44 | $91-51.3% | $5,586-99.2% | $95-53.1% |