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+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 · EIN 38-1357951 | Accounting | $8,928 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $4,214 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,558 | $53,412+34.0% | $68,509+4.5% | $52,331+36.7% |
| Participation rate | 65.2% | 71.7%-6.5pp | 74.7%-9.6pp | 68.1%-2.9pp |
| Annual return | 0.23% | 3.42%-3.2pp | 8.27%-8.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $946 | $1,607-41.1% | $2,278-58.5% | $1,882-49.7% |
| Participant deferral / active EE | $2,751 | $2,688+2.4% | $3,382-18.7% | $3,022-9.0% |
| Admin fee / account holder | $99 | $461-78.4% | $5,275-98.1% | $592-83.2% |