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, PLLC3+ years Filed as: PLANTE MORAN PLLC Service code 15 · EIN 38-1357951 | Recordkeeping | $22,611 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $20,075 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $3,900 |
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 | $40,314 | $50,385-20.0% | $75,670-46.7% | $62,292-35.3% |
| Participation rate | 87.3% | 67.7%+19.6pp | 72.3%+15.0pp | 69.5%+17.8pp |
| Annual return | 16.13% | 19.90%-3.8pp | 27.34%-11.2pp | 28.90%-12.8pp |
| Employer contribution / active EE | $662 | $1,537-56.9% | $2,352-71.8% | $2,042-67.6% |
| Participant deferral / active EE | $3,468 | $2,445+41.8% | $3,142+10.3% | $3,169+9.4% |
| Admin fee / account holder | $220 | $384-42.8% | $5,800-96.2% | $479-54.2% |