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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,625 |
PLANTE & MORAN, PLLC1 year Filed as: PLANT MORAN FINANCIAL Service code 27 · EIN 38-1357951 | Advisory (Plan) | $6,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,722 | $65,376-37.7% | $87,100-53.2% | $65,185-37.5% |
| Participation rate | 93.6% | 75.3%+18.2pp | 76.9%+16.7pp | 70.2%+23.4pp |
| Annual return | 30.64% | 31.27%-0.6pp | 28.19%+2.4pp | 29.38%+1.3pp |
| Employer contribution / active EE | $1,100 | $1,822-39.7% | $2,521-56.4% | $2,177-49.5% |
| Participant deferral / active EE | $2,666 | $3,388-21.3% | $4,049-34.2% | $3,514-24.1% |
| Admin fee / account holder | $114 | $520-78.1% | $7,497-98.5% | $847-86.6% |