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 64 | Recordkeeping Fees | $22,617 |
AMERICA'S 401K, INC.3+ years Service code 13 8131 LBJ FREEWAY, SUITE 770 · DALLAS, TX 75251 | Contract Administrator | $4,900 |
COMERICA BANK3+ years Filed as: COMERICA SECURITIES Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,776 | $48,576-11.9% | $169,463-74.8% | $56,287-24.0% |
| Participation rate | 46.7% | 65.8%-19.1pp | 77.8%-31.1pp | 69.9%-23.2pp |
| Annual return | 9.30% | -2.51%+11.8pp | 1.83%+7.5pp | -9.96%+19.3pp |
| Employer contribution / active EE | $943 | $1,559-39.5% | $4,159-77.3% | $2,111-55.3% |
| Participant deferral / active EE | $1,524 | $3,275-53.5% | $5,277-71.1% | $3,350-54.5% |
| Admin fee / account holder | $187 | $435-57.0% | $9,109-97.9% | $521-64.1% |