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, LLC3 years Service code 27 · EIN 20-5173405 | Advisory (Plan) | $32,944 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $11,601 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,046 | $65,435+48.3% | $86,677+12.0% | $66,914+45.0% |
| Participation rate | 70.3% | 75.5%-5.2pp | 76.6%-6.3pp | 69.8%+0.5pp |
| Annual return | -15.04% | -10.89%-4.1pp | 35.91%-50.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $523 | $2,153-75.7% | $2,836-81.6% | $2,544-79.4% |
| Participant deferral / active EE | $5,232 | $4,100+27.6% | $4,656+12.4% | $4,237+23.5% |
| Admin fee / account holder | $382 | $642-40.5% | $7,493-94.9% | $593-35.6% |