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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $41,347 |
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $24,838 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $10,999 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return 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 | $63,934 | $85,135-24.9% | $98,907-35.4% | $73,409-12.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 7.53% | 19.14%-11.6pp | 196.43%-188.9pp | 59.29%-51.8pp |
| Employer contribution / active EE | $2,012 | $2,721-26.1% | $2,689-25.2% | $2,234-9.9% |
| Participant deferral / active EE | $3,091 | $4,349-28.9% | $4,244-27.2% | $3,805-18.8% |
| Admin fee / account holder | $68 | $139-51.3% | $6,642-99.0% | $158-57.0% |