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, PLLC2 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 27 · EIN 38-1357951 | Advisory (Plan) | $29,250 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,808 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $9,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,450 |
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 | $153,701 | $69,362+121.6% | $101,248+51.8% | $73,488+109.1% |
| Participation rate | 88.4% | 68.4%+20.0pp | 75.8%+12.6pp | 70.7%+17.7pp |
| Annual return | 20.27% | 18.46%+1.8pp | 46.47%-26.2pp | 28.51%-8.2pp |
| Employer contribution / active EE | $4,311 | $2,628+64.0% | $3,660+17.8% | $2,270+89.9% |
| Participant deferral / active EE | $10,806 | $3,300+227.5% | $4,370+147.3% | $3,740+189.0% |
| Admin fee / account holder | $351 | $704-50.0% | $5,945-94.1% | $513-31.5% |