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 FINANCIAL ADVISORS Service code 10 · EIN 38-1357951 | Accounting | $29,250 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,325 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,114 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,254 | $63,114+112.7% | $92,893+44.5% | $65,185+106.0% |
| Participation rate | 86.6% | 68.8%+17.9pp | 76.0%+10.6pp | 70.2%+16.4pp |
| Annual return | 23.48% | 28.75%-5.3pp | 109.41%-85.9pp | 29.38%-5.9pp |
| Employer contribution / active EE | $4,155 | $2,571+61.6% | $3,653+13.7% | $2,177+90.9% |
| Participant deferral / active EE | $10,109 | $3,108+225.3% | $4,236+138.6% | $3,514+187.7% |
| Admin fee / account holder | $409 | $624-34.5% | $5,794-92.9% | $847-51.8% |