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 PLLC Service code 10 · EIN 38-1357951 | Accounting | $15,479 |
IRA GROUP3 years Service code 27 · EIN 58-1989031 | Advisory (Plan) | $7,957 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,118 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,555 | $76,050+69.0% | $96,544+33.2% | $71,457+79.9% |
| Participation rate | 94.5% | 74.4%+20.1pp | 76.0%+18.5pp | 67.9%+26.5pp |
| Annual return | 21.78% | 22.81%-1.0pp | 25.84%-4.1pp | 28.85%-7.1pp |
| Employer contribution / active EE | $4,914 | $2,244+119.0% | $2,965+65.8% | $2,588+89.9% |
| Participant deferral / active EE | $10,506 | $4,215+149.2% | $4,851+116.6% | $4,289+145.0% |
| Admin fee / account holder | $81 | $2,707-97.0% | $8,252-99.0% | $1,587-94.9% |