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 |
|---|---|---|
BEMANAGED1 year Service code 16 · EIN 59-3835428 | Consulting | $23,759 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,163 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN PLLC Service code 16 · EIN 59-3835428 16060 COLLECTIONS · CHICAGO, IL 60693 | Consulting | $8,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $199,683 | $55,449+260.1% | $83,848+138.1% | $56,287+254.8% |
| Participation rate | 91.0% | 68.0%+23.0pp | 76.1%+14.9pp | 69.9%+21.2pp |
| Annual return | -4.14% | -1.38%-2.8pp | 850.88%-855.0pp | -9.96%+5.8pp |
| Employer contribution / active EE | $8,775 | $2,430+261.0% | $3,631+141.7% | $2,111+315.7% |
| Participant deferral / active EE | $8,022 | $2,935+173.3% | $4,082+96.5% | $3,350+139.5% |
| Admin fee / account holder | $345 | $656-47.4% | $5,478-93.7% | $521-33.8% |