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, PLLC4 years Filed as: PLANTE MORAN FINANCIAL ADVISORS, LL Service code 10 · EIN 38-3123123 | Accounting | $41,412 |
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $33,123 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $233,757 | $78,422+198.1% | $95,952+143.6% | $79,858+192.7% |
| Participation rate | 90.8% | 73.5%+17.3pp | 77.1%+13.7pp | 69.6%+21.1pp |
| Annual return | 16.50% | 19.37%-2.9pp | 91.61%-75.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $770 | $1,945-60.4% | $2,541-69.7% | $2,471-68.8% |
| Participant deferral / active EE | $5,320 | $3,440+54.7% | $4,167+27.7% | $3,740+42.2% |
| Admin fee / account holder | $743 | $5,622-86.8% | $6,795-89.1% | $5,306-86.0% |