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 |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,660 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,747 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $13,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,281 | $104,475+80.2% | $159,436+18.1% | $79,386+137.2% |
| Participation rate | 91.8% | 76.6%+15.2pp | 82.8%+9.0pp | 70.7%+21.1pp |
| Annual return | 12.03% | 67.95%-55.9pp | 263.57%-251.5pp | 116.85%-104.8pp |
| Employer contribution / active EE | $4,059 | $3,417+18.8% | $4,829-16.0% | $2,427+67.2% |
| Participant deferral / active EE | $11,549 | $6,467+78.6% | $7,352+57.1% | $4,046+185.5% |
| Admin fee / account holder | $279 | $711-60.8% | $10,799-97.4% | $626-55.5% |