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-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $26,120 |
DEAWM TRUST COMPANY1+ years Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,650 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAWM DISTRIBUTORS, INC. 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 | $38,746 | $72,770-46.8% | $67,652-42.7% | $55,191-29.8% |
| Participation rate | 62.3% | 78.8%-16.5pp | 75.7%-13.4pp | 69.2%-6.9pp |
| Annual return | 1.69% | -3.26%+5.0pp | 6625.04%-6623.3pp | 10.78%-9.1pp |
| Employer contribution / active EE | $1,129 | $1,769-36.2% | $2,266-50.2% | $1,899-40.5% |
| Participant deferral / active EE | $3,303 | $3,408-3.1% | $3,560-7.2% | $3,046+8.4% |
| Admin fee / account holder | $8 | $79-90.2% | $4,821-99.8% | $91-91.5% |