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, PLLC6 years Filed as: PLANTE & MORAN PLLC Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $14,500 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,671 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,413 | $65,908-3.8% | $81,812-22.5% | $77,643-18.3% |
| Participation rate | 67.2% | 65.8%+1.4pp | 72.3%-5.2pp | 70.6%-3.4pp |
| Annual return | 15.40% | 26.64%-11.2pp | 773.79%-758.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $340 | $2,370-85.6% | $2,912-88.3% | $2,726-87.5% |
| Participant deferral / active EE | $1,676 | $3,505-52.2% | $4,319-61.2% | $4,647-63.9% |
| Admin fee / account holder | $71 | $526-86.5% | $7,386-99.0% | $430-83.4% |