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 Service code 27 · EIN 38-2621207 | Advisory (Plan) | $21,797 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,508 |
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 | $75,565 | $59,186+27.7% | $76,768-1.6% | $56,287+34.3% |
| Participation rate | 76.1% | 75.2%+0.8pp | 77.0%-0.9pp | 69.9%+6.2pp |
| Annual return | -3.27% | 6.62%-9.9pp | 2.43%-5.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,857 | $1,759+5.6% | $2,485-25.3% | $2,111-12.0% |
| Participant deferral / active EE | $3,681 | $3,255+13.1% | $3,852-4.4% | $3,350+9.9% |
| Admin fee / account holder | $294 | $489-39.8% | $6,675-95.6% | $521-43.5% |