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 SERVICES Service code 26 · EIN 38-3123123 | Advisory (Participants) | $31,298 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $16,508 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,252 | $48,261+35.2% | $68,793-5.1% | $55,725+17.1% |
| Participation rate | 54.0% | 71.0%-17.0pp | 72.2%-18.2pp | 70.9%-16.8pp |
| Annual return | 7.83% | -2.61%+10.4pp | -4.63%+12.5pp | 244.93%-237.1pp |
| Employer contribution / active EE | $1,299 | $1,742-25.4% | $2,625-50.5% | $2,078-37.5% |
| Participant deferral / active EE | $1,134 | $2,712-58.2% | $3,311-65.8% | $3,356-66.2% |
| Admin fee / account holder | $265 | $126+110.4% | $5,131-94.8% | $115+130.4% |