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 |
|---|---|---|
DRIVE WEALTH ADVISERS1 year Filed as: DRIVE WEALTH MANAGEMENT, LLC Service code 26 2000 W. ASHTON BLVD · LEHI, UT 84043 | Advisory (Participants) | $13,434 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL Service code 15 · EIN 94-4470812 | Recordkeeping | $7,323 |
Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $6,353 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,748 | $58,879+43.9% | $178,490-52.5% | $73,488+15.3% |
| Participation rate | 57.0% | 66.2%-9.3pp | 81.9%-25.0pp | 70.7%-13.7pp |
| Annual return | 8.82% | 24.86%-16.0pp | 151.07%-142.2pp | 28.51%-19.7pp |
| Employer contribution / active EE | $1,873 | $2,236-16.3% | $5,011-62.6% | $2,270-17.5% |
| Participant deferral / active EE | $3,023 | $2,567+17.7% | $5,202-41.9% | $3,740-19.2% |
| Admin fee / account holder | $209 | $400-47.9% | $13,984-98.5% | $513-59.3% |