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, PLLC4+ years Filed as: PLANTE MORAN PLLC Service code 27 · EIN 38-1357951 | Advisory (Plan) | $24,145 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $16,839 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $4,624 |
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 | $36,221 | $43,504-16.7% | $68,793-47.3% | $56,287-35.6% |
| Participation rate | 87.9% | 67.8%+20.0pp | 72.2%+15.6pp | 69.9%+18.0pp |
| Annual return | -4.79% | -3.15%-1.6pp | -4.63%-0.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $700 | $1,525-54.1% | $2,625-73.3% | $2,111-66.8% |
| Participant deferral / active EE | $3,790 | $2,509+51.0% | $3,311+14.4% | $3,350+13.1% |
| Admin fee / account holder | $192 | $515-62.8% | $5,131-96.3% | $521-63.2% |