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, PLLC2 years Filed as: PLANTE MORAN FINANCIAL ADVISORS, LL Service code 27 · EIN 38-3123123 | Advisory (Plan) | $39,921 |
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $36,667 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $183,296 | $62,586+192.9% | $76,768+138.8% | $64,186+185.6% |
| Participation rate | 88.5% | 72.8%+15.7pp | 77.0%+11.5pp | 69.6%+18.9pp |
| Annual return | -5.76% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $758 | $1,832-58.6% | $2,485-69.5% | $2,381-68.1% |
| Participant deferral / active EE | $5,005 | $3,145+59.2% | $3,852+29.9% | $3,470+44.2% |
| Admin fee / account holder | $663 | $4,667-85.8% | $6,675-90.1% | $4,888-86.4% |