See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK1 year Filed as: COMERICA SECURITIES INC Service code 27 · EIN 38-2621207 | Advisory (Plan) | $19,331 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,066 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $12,000 |
Filed as: EVNESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $2,776 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 15 · EIN 81-3989034 | Recordkeeping | $525 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,447 | $69,362-60.4% | $101,248-72.9% | $73,488-62.7% |
| Participation rate | 98.2% | 68.4%+29.9pp | 75.8%+22.4pp | 70.7%+27.6pp |
| Annual return | 11.16% | 18.46%-7.3pp | 46.47%-35.3pp | 28.51%-17.3pp |
| Employer contribution / active EE | $522 | $2,628-80.1% | $3,660-85.7% | $2,270-77.0% |
| Participant deferral / active EE | $2,680 | $3,300-18.8% | $4,370-38.7% | $3,740-28.3% |
| Admin fee / account holder | $301 | $704-57.2% | $5,945-94.9% | $513-41.4% |