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 |
|---|---|---|
Service code 55 5707 SOUTHWEST PKWY · TROY, MI 78735 | Other Commissions | $28,186 |
Filed as: JIM RIEHL'S FRIENDLY AUTOMOTIVE GRO Service code 99 32899 VAN DYKE · WARREN, MI 48093 | Other Fees | $13,884 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,825 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,883 | $50,956+48.9% | $96,562-21.4% | $86,799-12.6% |
| Participation rate | 56.0% | 65.2%-9.3pp | 69.8%-13.9pp | 72.3%-16.3pp |
| Annual return | 12.54% | 21.27%-8.7pp | 37.78%-25.2pp | 97.91%-85.4pp |
| Employer contribution / active EE | $1,017 | $1,111-8.5% | $2,356-56.9% | $2,405-57.7% |
| Participant deferral / active EE | $3,618 | $2,954+22.5% | $3,849-6.0% | $4,131-12.4% |
| Admin fee / account holder | $105 | $166-36.7% | $6,181-98.3% | $170-38.0% |