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-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1+ years 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.
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 | $82,012 | $56,629+44.8% | $77,999+5.1% | $55,167+48.7% |
| Participation rate | 57.7% | 73.3%-15.6pp | 75.5%-17.8pp | 69.0%-11.3pp |
| Annual return | 13.25% | 2866.98%-2853.7pp | 425.96%-412.7pp | 169.23%-156.0pp |
| Employer contribution / active EE | $1,003 | $1,723-41.8% | $2,470-59.4% | $1,963-48.9% |
| Participant deferral / active EE | $3,852 | $2,777+38.7% | $3,497+10.1% | $3,054+26.1% |
| Admin fee / account holder | $0 | $467-100.0% | $5,480-100.0% | $504-100.0% |