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 37 · EIN 04-2647786 | Loan Processing | $233,027 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $18,733 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $12,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $121,143 | $127,481-5.0% | $149,696-19.1% | $90,288+34.2% |
| Participation rate | 90.0% | 78.2%+11.7pp | 82.5%+7.5pp | 73.4%+16.6pp |
| Annual return | 84.64% | 57.78%+26.9pp | 276.60%-192.0pp | 53.97%+30.7pp |
| Employer contribution / active EE | $3,279 | $3,448-4.9% | $4,644-29.4% | $2,524+29.9% |
| Participant deferral / active EE | $9,634 | $6,975+38.1% | $6,842+40.8% | $4,232+127.6% |
| Admin fee / account holder | $43 | $152-71.6% | $9,309-99.5% | $114-62.2% |