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 13 · EIN 06-1050034 | Contract Administrator | $26,928 |
COMERICA BANK3+ years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621207 | Advisory (Plan) | $25,839 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,544 | $46,297+26.5% | $71,671-18.3% | $62,292-6.0% |
| Participation rate | 96.9% | 60.6%+36.2pp | 68.7%+28.1pp | 69.5%+27.3pp |
| Annual return | 13.94% | 22.32%-8.4pp | 20.65%-6.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,785 | $2,235+158.8% | $3,438+68.3% | $3,169+82.5% |
| Admin fee / account holder | $304 | $461-34.1% | $5,558-94.5% | $479-36.6% |