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, PLLC3+ years Filed as: PLANTE MORAN FINANCIAL Service code 16 · EIN 38-3123123 | Consulting | $46,412 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,298 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,831 |
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 | $144,825 | $155,795-7.0% | $136,294+6.3% | $69,631+108.0% |
| Participation rate | 99.2% | 75.2%+24.0pp | 81.9%+17.3pp | 70.7%+28.5pp |
| Annual return | 19.81% | 232464.33%-232444.5pp | 5155.94%-5136.1pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $3,672 | $2,991+22.8% | $4,695-21.8% | $2,032+80.7% |
| Participant deferral / active EE | $6,927 | $5,394+28.4% | $6,247+10.9% | $3,224+114.9% |
| Admin fee / account holder | $188 | $128+46.9% | $9,243-98.0% | $110+70.6% |