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 |
|---|---|---|
OGIER CAYMAN2+ years Filed as: OGIER/HELMS/MORGAN Service code 49 2000 WESTCHESTER AVE · PURCHASE, NY 10577 | Other Services | $16,169 |
DEAM DISTRIBUTORS, INC.1 year Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $700 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1 year Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,956 | $41,281+4.1% | $109,313-60.7% | $57,658-25.5% |
| Participation rate | 43.1% | 59.3%-16.3pp | 71.3%-28.2pp | 70.2%-27.1pp |
| Annual return | 4.79% | 8.97%-4.2pp | 22.07%-17.3pp | 5.13%-0.3pp |
| Employer contribution / active EE | $646 | $1,201-46.3% | $3,892-83.4% | $1,974-67.3% |
| Participant deferral / active EE | $1,418 | $2,223-36.2% | $3,166-55.2% | $3,061-53.7% |
| Admin fee / account holder | $5 | $75-94.0% | $5,666-99.9% | $95-95.2% |