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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP Service code 15 · EIN 22-1467904 MAILSTOP 580 · FLORHAM PARK, NJ 07932 | Recordkeeping | $33,687 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: HOFFMAN,/JPMORGAN Service code 49 3 METRO TECH 3RD FLOOR · BROOKLYN, NY 11245 | Other Services | $18,533 |
EVEREN SECURITIES INC1+ years Filed as: EVEREN CAPITAL CORPORATION Service code 15 · EIN 36-4019175 | Recordkeeping | $13,095 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAWM DISTRIBUTORS, INC. Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,351 | $57,096-53.8% | $94,224-72.0% | $55,191-52.3% |
| Participation rate | 85.6% | 75.7%+9.9pp | 78.8%+6.8pp | 69.2%+16.4pp |
| Annual return | -0.78% | 159.65%-160.4pp | 10.68%-11.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $337 | $1,708-80.2% | $3,587-90.6% | $1,899-82.2% |
| Participant deferral / active EE | $1,748 | $3,165-44.8% | $4,320-59.5% | $3,046-42.6% |
| Admin fee / account holder | $26 | $89-70.4% | $6,269-99.6% | $91-70.9% |