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, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $14,440 |
IRA GROUP2 years Service code 27 · EIN 58-1989031 | Advisory (Plan) | $11,221 |
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 | $120,669 | $65,435+84.4% | $86,677+39.2% | $66,914+80.3% |
| Participation rate | 97.4% | 75.5%+22.0pp | 76.6%+20.9pp | 69.8%+27.6pp |
| Annual return | -34.70% | -10.89%-23.8pp | 35.91%-70.6pp | 1.58%-36.3pp |
| Employer contribution / active EE | $5,961 | $2,153+176.9% | $2,836+110.2% | $2,544+134.3% |
| Participant deferral / active EE | $12,820 | $4,100+212.7% | $4,656+175.4% | $4,237+202.6% |
| Admin fee / account holder | $55 | $642-91.5% | $7,493-99.3% | $593-90.8% |