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+ years Service code 27 ATTN MONEY CASHIERING · DETROIT, MI 48226 | Advisory (Plan) | $20,016 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,850 |
GROSS, PUCKEY, GRUEL & ROOF P.C.1+ years Filed as: GROSS PUCKEY GRUEL & ROOF PC Service code 10 · EIN 38-2962645 | Accounting | $8,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,596 | $72,770-84.1% | $67,652-82.9% | $55,191-79.0% |
| Participation rate | 84.8% | 78.8%+6.0pp | 75.7%+9.2pp | 69.2%+15.7pp |
| Annual return | 0.46% | -3.26%+3.7pp | 6625.04%-6624.6pp | 10.78%-10.3pp |
| Employer contribution / active EE | $679 | $1,769-61.6% | $2,266-70.0% | $1,899-64.2% |
| Participant deferral / active EE | $1,857 | $3,408-45.5% | $3,560-47.8% | $3,046-39.0% |
| Admin fee / account holder | $40 | $79-49.6% | $4,821-99.2% | $91-56.2% |