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 BANK1 year Filed as: COMERICA SERURITIES INC Service code 15 411 W LAFAYETTE BLVD · DETROIT, MI 48226 | Recordkeeping | $22,707 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,717 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,680 | $73,102-73.1% | $123,544-84.1% | $56,287-65.0% |
| Participation rate | 98.2% | 74.3%+23.8pp | 82.3%+15.9pp | 69.9%+28.3pp |
| Annual return | -6.07% | 3.01%-9.1pp | 119.20%-125.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $492 | $2,977-83.5% | $4,628-89.4% | $2,111-76.7% |
| Participant deferral / active EE | $3,120 | $5,423-42.5% | $6,426-51.4% | $3,350-6.9% |
| Admin fee / account holder | $104 | $554-81.2% | $9,284-98.9% | $521-80.0% |