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 55 | Other Commissions | $29,271 |
Service code 64 | Recordkeeping Fees | $17,543 |
AMERICA'S 401K, INC.1+ years Service code 13 · EIN 75-2261114 | Contract Administrator | $10,193 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,197 | $72,770-75.0% | $67,652-73.1% | $55,191-67.0% |
| Participation rate | 91.5% | 78.8%+12.7pp | 75.7%+15.8pp | 69.2%+22.3pp |
| Annual return | 0.19% | -3.26%+3.5pp | 6625.04%-6624.9pp | 10.78%-10.6pp |
| Employer contribution / active EE | $553 | $1,769-68.7% | $2,266-75.6% | $1,899-70.9% |
| Participant deferral / active EE | $1,096 | $3,408-67.8% | $3,560-69.2% | $3,046-64.0% |
| Admin fee / account holder | $74 | $79-6.7% | $4,821-98.5% | $91-19.0% |