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 |
|---|---|---|
DEAM DISTRIBUTORS, INC.2 years Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $505 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.2 years Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
Service code 49 940 MAIN AVENUE · DURANGO, CO 81301 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,001 | $45,324-5.1% | $122,332-64.8% | $69,631-38.2% |
| Participation rate | 43.8% | 59.9%-16.1pp | 71.6%-27.8pp | 70.7%-26.9pp |
| Annual return | 18.03% | 25.35%-7.3pp | 30.27%-12.2pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $751 | $1,230-39.0% | $4,050-81.5% | $2,032-63.1% |
| Participant deferral / active EE | $1,429 | $2,367-39.6% | $3,287-56.5% | $3,224-55.7% |
| Admin fee / account holder | $3 | $87-97.0% | $5,478-100.0% | $110-97.6% |