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 |
|---|---|---|
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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,115 | $63,299+43.9% | $91,001+0.1% | $62,292+46.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 12.16% | 20.99%-8.8pp | 4.60%+7.6pp | 28.90%-16.7pp |
| Employer contribution / active EE | $4,617 | $1,807+155.6% | $2,456+88.0% | $2,042+126.1% |
| Participant deferral / active EE | $3,039 | $2,943+3.3% | $3,547-14.3% | $3,169-4.1% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |