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 8-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 ADVISORS Service code 49 · EIN 38-1357951 | Other Services | $41,208 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $38,675 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL ADVISOR Service code 27 · EIN 38-3123123 | Advisory (Plan) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $160,751 | $89,652+79.3% | $141,162+13.9% | $65,185+146.6% |
| Participation rate | 95.6% | 74.7%+20.9pp | 82.5%+13.1pp | 70.2%+25.4pp |
| Annual return | 21.09% | 32.79%-11.7pp | 71.39%-50.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $3,824 | $3,065+24.8% | $4,735-19.2% | $2,177+75.7% |
| Participant deferral / active EE | $10,315 | $5,691+81.3% | $6,709+53.8% | $3,514+193.6% |
| Admin fee / account holder | $334 | $569-41.3% | $10,261-96.7% | $847-60.6% |