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 ADVISORS, LL Service code 27 · EIN 38-3123123 | Advisory (Plan) | $40,600 |
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $36,241 |
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 | $211,693 | $72,492+192.0% | $87,100+143.0% | $72,985+190.1% |
| Participation rate | 90.4% | 72.8%+17.6pp | 76.9%+13.5pp | 69.5%+20.9pp |
| Annual return | 22.54% | 24.46%-1.9pp | 28.19%-5.7pp | 81.00%-58.5pp |
| Employer contribution / active EE | $864 | $1,894-54.4% | $2,521-65.7% | $2,440-64.6% |
| Participant deferral / active EE | $5,848 | $3,270+78.9% | $4,049+44.5% | $3,607+62.1% |
| Admin fee / account holder | $755 | $5,055-85.1% | $7,497-89.9% | $5,124-85.3% |