Filed March 31, 2026
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 Service code 27 · EIN 38-1357951 | Advisory (Plan) | $6,000 |
CENTENNIAL SECURITIES4+ years Service code 26 · EIN 38-2214928 | Advisory (Participants) | $5,168 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,069 |
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 | $44,751 | $59,186-24.4% | $76,768-41.7% | $56,287-20.5% |
| Participation rate | 92.7% | 75.2%+17.5pp | 77.0%+15.7pp | 69.9%+22.8pp |
| Annual return | -5.03% | 6.62%-11.6pp | 2.43%-7.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,193 | $1,759-32.2% | $2,485-52.0% | $2,111-43.5% |
| Participant deferral / active EE | $2,801 | $3,255-13.9% | $3,852-27.3% | $3,350-16.4% |
| Admin fee / account holder | $108 | $489-78.0% | $6,675-98.4% | $521-79.3% |