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 |
|---|---|---|
BLUMER,/WELLS2+ years Service code 49 ONE NORTH JEFFERSON · ST LOUIS, MO 63103 | Other Services | $22,444 |
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 | $175 |
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.
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 | $81,370 | $46,732+74.1% | $156,549-48.0% | $55,167+47.5% |
| Participation rate | 69.1% | 65.8%+3.3pp | 84.0%-14.9pp | 69.0%+0.1pp |
| Annual return | 8.31% | 17.72%-9.4pp | 32.23%-23.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,846 | $2,105-12.3% | $5,501-66.5% | $1,963-6.0% |
| Participant deferral / active EE | $2,772 | $2,204+25.7% | $4,871-43.1% | $3,054-9.2% |
| Admin fee / account holder | $2 | $418-99.6% | $13,027-100.0% | $504-99.7% |