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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,135 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN Service code 27 · EIN 38-3123123 | Advisory (Plan) | $9,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,402 | $45,283+2.5% | $155,790-70.2% | $52,331-11.3% |
| Participation rate | 30.1% | 62.2%-32.1pp | 76.1%-46.0pp | 68.1%-38.0pp |
| Annual return | -0.38% | 1.80%-2.2pp | 71.54%-71.9pp | 4.54%-4.9pp |
| Employer contribution / active EE | $310 | $1,329-76.6% | $3,836-91.9% | $1,882-83.5% |
| Participant deferral / active EE | $820 | $2,854-71.3% | $4,797-82.9% | $3,022-72.9% |
| Admin fee / account holder | $429 | $981-56.2% | $7,478-94.3% | $592-27.4% |