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 BANK3 years Filed as: COMERICA SECURITIES, INC Service code 15 · EIN 38-2621207 | Recordkeeping | $31,212 |
LANE GORMAN TRUBITT, PLLC2 years Filed as: LANE GORMAN TRUBITT LLC Service code 15 · EIN 75-1044330 | Recordkeeping | $9,500 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,977 |
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).
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 | $24,978 | $70,908-64.8% | $98,907-74.7% | $73,488-66.0% |
| Participation rate | 94.2% | 73.8%+20.4pp | 76.0%+18.2pp | 70.7%+23.5pp |
| Annual return | 13.80% | 34.17%-20.4pp | 196.43%-182.6pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,246 | $2,036+10.3% | $2,689-16.5% | $2,270-1.1% |
| Participant deferral / active EE | $3,770 | $3,500+7.7% | $4,244-11.2% | $3,740+0.8% |
| Admin fee / account holder | $172 | $535-67.8% | $6,642-97.4% | $513-66.4% |