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 BANK5+ years Filed as: COMERICA SECURITIES Service code 55 · EIN 38-2621207 | Other Commissions | $29,693 |
REHMANN ROBSON1 year Service code 16 · EIN 38-3635706 | Consulting | $9,474 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,716 | $73,404+3.1% | $87,100-13.1% | $67,579+12.0% |
| Participation rate | 52.4% | 80.9%-28.5pp | 76.9%-24.5pp | 71.3%-18.9pp |
| Annual return | 20.31% | 48.29%-28.0pp | 28.19%-7.9pp | 378.56%-358.2pp |
| Employer contribution / active EE | $382 | $2,014-81.0% | $2,521-84.9% | $2,148-82.2% |
| Participant deferral / active EE | $2,594 | $3,913-33.7% | $4,049-35.9% | $3,539-26.7% |
| Admin fee / account holder | $56 | $142-60.8% | $7,497-99.3% | $142-61.0% |