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 BANK2+ years Filed as: COMERICA SECURITIES Service code 27 · EIN 04-2647786 | Advisory (Plan) | $33,100 |
GORDON ADVISORS, P.C.1 year Service code 64 · EIN 38-2656556 | Recordkeeping Fees | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,400 |
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 | $41,241 | $107,378-61.6% | $108,579-62.0% | $57,658-28.5% |
| Participation rate | 85.2% | 77.1%+8.1pp | 79.6%+5.7pp | 70.2%+15.0pp |
| Annual return | 13.36% | 12.80%+0.6pp | -51.70%+65.1pp | 5.13%+8.2pp |
| Employer contribution / active EE | $881 | $1,782-50.6% | $3,758-76.6% | $1,974-55.4% |
| Participant deferral / active EE | $3,776 | $3,221+17.3% | $4,311-12.4% | $3,061+23.4% |
| Admin fee / account holder | $119 | $108+9.4% | $7,645-98.4% | $95+25.5% |