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 3-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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $33,406 |
Filed as: INTELLIGENCE DRIVE ADVISERS, LLC Service code 99 · EIN 83-2499358 | Other Fees | $12,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,689 | $92,971-83.1% | $96,683-83.8% | $74,419-78.9% |
| Participation rate | 43.8% | 71.5%-27.7pp | 74.3%-30.5pp | 70.7%-26.9pp |
| Annual return | 19.81% | 37.49%-17.7pp | 35.69%-15.9pp | 34.38%-14.6pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,562 | $3,970-35.5% | $4,878-47.5% | $4,528-43.4% |
| Admin fee / account holder | $124 | $633-80.4% | $6,730-98.2% | $348-64.3% |