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 |
|---|---|---|
Service code 55 5707 SOUTHWEST PKWY · TROY, MI 78735 | Other Commissions | $21,087 |
Filed as: JIM RIEHL'S FRIENDLY AUTOMOTIVE GRO Service code 99 32899 VAN DYKE · WARREN, MI 48093 | Other Fees | $9,758 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,718 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,020 | $64,286-2.0% | $90,951-30.7% | $73,409-14.2% |
| Participation rate | 57.7% | 63.6%-5.9pp | 69.0%-11.3pp | 72.2%-14.5pp |
| Annual return | 23.27% | 21.45%+1.8pp | 134.60%-111.3pp | 59.29%-36.0pp |
| Employer contribution / active EE | $884 | $895-1.2% | $2,122-58.3% | $2,234-60.4% |
| Participant deferral / active EE | $3,064 | $2,453+24.9% | $3,373-9.2% | $3,805-19.5% |
| Admin fee / account holder | $83 | $287-71.1% | $5,959-98.6% | $158-47.4% |