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, PLLC3+ years Filed as: PLANTE & MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-3123123 | Consulting | $14,360 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $9,397 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,284 | $46,297-25.9% | $71,671-52.2% | $62,292-45.0% |
| Participation rate | 96.2% | 60.6%+35.5pp | 68.7%+27.4pp | 69.5%+26.6pp |
| Annual return | 15.51% | 22.32%-6.8pp | 20.65%-5.1pp | 28.90%-13.4pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,203 | $2,235-1.4% | $3,438-35.9% | $3,169-30.5% |
| Admin fee / account holder | $208 | $461-54.8% | $5,558-96.3% | $479-56.5% |