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 BANK3+ years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621207 MAILCODE 3139 · DETROIT, MI 48226 | Advisory (Plan) | $33,959 |
GORDON ADVISORS, P.C.2 years Service code 10 · EIN 38-2656556 | Accounting | $7,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,187 |
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 | $49,411 | $71,666-31.1% | $117,854-58.1% | $69,631-29.0% |
| Participation rate | 88.4% | 77.5%+10.9pp | 79.7%+8.8pp | 70.7%+17.8pp |
| Annual return | 20.41% | 18.86%+1.5pp | 335.08%-314.7pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $1,106 | $1,889-41.5% | $3,786-70.8% | $2,032-45.6% |
| Participant deferral / active EE | $4,565 | $3,340+36.7% | $4,482+1.9% | $3,224+41.6% |
| Admin fee / account holder | $116 | $120-3.4% | $8,020-98.6% | $110+5.2% |