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 ADVISORS Service code 51 · EIN 38-1357951 | Investment Mgmt Fees | $25,681 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,809 | $36,916-13.8% | $156,549-79.7% | $57,658-44.8% |
| Participation rate | 48.0% | 63.4%-15.4pp | 84.0%-36.0pp | 70.2%-22.2pp |
| Annual return | 5.80% | 12.38%-6.6pp | 32.23%-26.4pp | 5.13%+0.7pp |
| Employer contribution / active EE | $382 | $1,571-75.7% | $5,501-93.1% | $1,974-80.6% |
| Participant deferral / active EE | $1,267 | $1,926-34.2% | $4,871-74.0% | $3,061-58.6% |
| Admin fee / account holder | $154 | $82+86.2% | $13,027-98.8% | $95+62.5% |