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, INC Service code 15 · EIN 38-2621207 | Recordkeeping | $7,253 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,800 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,934 | $57,108-19.6% | $94,224-51.3% | $52,331-12.2% |
| Participation rate | 40.7% | 72.9%-32.2pp | 78.8%-38.0pp | 68.1%-27.4pp |
| Annual return | -0.84% | 1.47%-2.3pp | 10.68%-11.5pp | 4.54%-5.4pp |
| Employer contribution / active EE | $596 | $1,735-65.7% | $3,587-83.4% | $1,882-68.3% |
| Participant deferral / active EE | $1,716 | $3,040-43.5% | $4,320-60.3% | $3,022-43.2% |
| Admin fee / account holder | $135 | $546-75.3% | $6,269-97.8% | $592-77.2% |