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 SERVICES Service code 26 · EIN 38-3123123 | Advisory (Participants) | $45,104 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $6,440 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,469 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,094 | $99,957+9.1% | $149,696-27.1% | $73,488+48.5% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 1.48% | 53.87%-52.4pp | 276.60%-275.1pp | 28.51%-27.0pp |
| Employer contribution / active EE | $3,879 | $3,191+21.5% | $4,644-16.5% | $2,270+70.9% |
| Participant deferral / active EE | $6,836 | $6,073+12.6% | $6,842-0.1% | $3,740+82.8% |
| Admin fee / account holder | $377 | $551-31.6% | $9,309-96.0% | $513-26.5% |