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 |
|---|---|---|
COMERICA BANK1 year Filed as: COMERICA SECURITIES, INC Service code 15 · EIN 38-2621207 | Recordkeeping | $9,621 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,406 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,300 | $58,083-73.7% | $80,019-80.9% | $56,287-72.8% |
| Participation rate | 94.2% | 73.6%+20.6pp | 75.8%+18.4pp | 69.9%+24.4pp |
| Annual return | 132.48% | 34.61%+97.9pp | 11.22%+121.3pp | -9.96%+142.4pp |
| Employer contribution / active EE | $2,001 | $1,932+3.6% | $2,468-18.9% | $2,111-5.2% |
| Participant deferral / active EE | $2,944 | $3,135-6.1% | $3,686-20.1% | $3,350-12.1% |
| Admin fee / account holder | $82 | $623-86.8% | $6,521-98.7% | $521-84.3% |