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 |
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 | $82,387 | $63,299+30.2% | $91,001-9.5% | $62,292+32.3% |
| Participation rate | 48.5% | 73.3%-24.8pp | 75.6%-27.1pp | 69.5%-21.0pp |
| Annual return | 13.50% | 20.99%-7.5pp | 4.60%+8.9pp | 28.90%-15.4pp |
| Employer contribution / active EE | $719 | $1,807-60.2% | $2,456-70.7% | $2,042-64.8% |
| Participant deferral / active EE | $2,680 | $2,943-8.9% | $3,547-24.5% | $3,169-15.4% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |