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 |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $20,976 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE MORAN PLLC Service code 15 · EIN 38-1357951 | Recordkeeping | $20,443 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $2,556 |
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 | $36,156 | $46,072-21.5% | $70,014-48.4% | $55,167-34.5% |
| Participation rate | 88.7% | 67.5%+21.2pp | 71.8%+16.8pp | 69.0%+19.7pp |
| Annual return | 5.19% | 8.68%-3.5pp | 12.99%-7.8pp | 169.23%-164.0pp |
| Employer contribution / active EE | $669 | $1,500-55.4% | $2,338-71.4% | $1,963-65.9% |
| Participant deferral / active EE | $3,450 | $2,344+47.2% | $2,931+17.7% | $3,054+13.0% |
| Admin fee / account holder | $238 | $428-44.4% | $4,380-94.6% | $504-52.8% |