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 FINANCIAL ADVISORS Service code 16 · EIN 38-3123123 | Consulting | $12,404 |
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $11,442 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,859 | $55,636-15.8% | $81,983-42.8% | $73,488-36.2% |
| Participation rate | 84.2% | 62.3%+21.9pp | 69.2%+14.9pp | 70.7%+13.5pp |
| Annual return | 14.09% | 19.07%-5.0pp | 41.31%-27.2pp | 28.51%-14.4pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,065 | $2,762-25.2% | $3,722-44.5% | $3,740-44.8% |
| Admin fee / account holder | $294 | $493-40.3% | $5,664-94.8% | $513-42.6% |