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+ years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621207 | Advisory (Plan) | $25,167 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW Service code 10 · EIN 12-3456789 | Accounting | $9,250 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,816 |
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 | $50,256 | $39,458+27.4% | $60,547-17.0% | $55,191-8.9% |
| Participation rate | 85.7% | 59.6%+26.1pp | 68.0%+17.7pp | 69.2%+16.5pp |
| Annual return | -1.12% | 3.35%-4.5pp | 335.64%-336.8pp | 10.78%-11.9pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,419-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,390 | $2,140+58.4% | $3,328+1.9% | $3,046+11.3% |
| Admin fee / account holder | $140 | $95+47.5% | $4,536-96.9% | $91+54.6% |