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, PLLC5+ years Filed as: PLANTE MORAN FINANCIAL SERVICES Service code 26 · EIN 38-3123123 | Advisory (Participants) | $31,778 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $20,072 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,684 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $350 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,727 | $54,590+0.3% | $81,930-33.2% | $73,488-25.5% |
| Participation rate | 85.5% | 68.3%+17.1pp | 72.0%+13.5pp | 70.7%+14.8pp |
| Annual return | -0.42% | 17.74%-18.2pp | 29.49%-29.9pp | 28.51%-28.9pp |
| Employer contribution / active EE | $2,228 | $1,636+36.2% | $4,310-48.3% | $2,270-1.8% |
| Participant deferral / active EE | $2,004 | $2,759-27.4% | $7,107-71.8% | $3,740-46.4% |
| Admin fee / account holder | $226 | $592-61.9% | $5,158-95.6% | $513-56.0% |