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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC6 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $18,600 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,130 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,505 | $50,815+3.3% | $155,509-66.2% | $77,643-32.4% |
| Participation rate | 91.5% | 63.1%+28.4pp | 78.2%+13.3pp | 70.6%+20.9pp |
| Annual return | 24.00% | 34.80%-10.8pp | 64.67%-40.7pp | 31.24%-7.2pp |
| Employer contribution / active EE | $2,783 | $1,993+39.7% | $4,672-40.4% | $2,726+2.1% |
| Participant deferral / active EE | $2,419 | $2,822-14.3% | $5,626-57.0% | $4,647-47.9% |
| Admin fee / account holder | $39 | $437-91.0% | $15,912-99.8% | $430-90.8% |