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 |
|---|---|---|
DIRECT ADVISORS, LLC1 year Filed as: DIRECT ADVISORS LLC Service code 27 421 LOUDON ROAD · ALBANY, NY 12211 | Advisory (Plan) | $21,553 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,492 |
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 | $87,616 | $65,376+34.0% | $87,100+0.6% | $65,185+34.4% |
| Participation rate | 80.8% | 75.3%+5.4pp | 76.9%+3.9pp | 70.2%+10.6pp |
| Annual return | 7.34% | 31.27%-23.9pp | 28.19%-20.8pp | 29.38%-22.0pp |
| Employer contribution / active EE | $553 | $1,822-69.6% | $2,521-78.1% | $2,177-74.6% |
| Participant deferral / active EE | $5,519 | $3,388+62.9% | $4,049+36.3% | $3,514+57.1% |
| Admin fee / account holder | $289 | $520-44.5% | $7,497-96.1% | $847-65.9% |