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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,308 |
COMERICA BANK7+ years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621207 | Advisory (Plan) | $22,157 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,947 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,934 | $185,342-60.1% | $111,297-33.6% | $86,799-14.8% |
| Participation rate | 62.3% | 81.0%-18.7pp | 77.3%-15.0pp | 72.3%-10.0pp |
| Annual return | 14.32% | 500.80%-486.5pp | 54.65%-40.3pp | 97.91%-83.6pp |
| Employer contribution / active EE | $501 | $2,246-77.7% | $2,731-81.6% | $2,405-79.2% |
| Participant deferral / active EE | $3,129 | $4,458-29.8% | $4,487-30.3% | $4,131-24.2% |
| Admin fee / account holder | $341 | $255+33.4% | $7,964-95.7% | $170+100.9% |