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 | $1,715 |
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 |
RBC WEALTH MANAGEMENT1 year Service code 49 3000 ATRIUM WAY · MT. LAUREL, NJ 08054 | Other Services | $0 |
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 | $78,097 | $80,753-3.3% | $136,294-42.7% | $62,292+25.4% |
| Participation rate | 75.4% | 73.5%+1.8pp | 81.9%-6.5pp | 69.5%+5.9pp |
| Annual return | 17.01% | 35.83%-18.8pp | 5155.94%-5138.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,735 | $2,884-39.8% | $4,695-63.1% | $2,042-15.1% |
| Participant deferral / active EE | $4,771 | $5,164-7.6% | $6,247-23.6% | $3,169+50.5% |
| Admin fee / account holder | $9 | $525-98.3% | $9,243-99.9% | $479-98.2% |