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, LLC4 years Service code 27 · EIN 20-5173405 | Advisory (Plan) | $27,476 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $11,826 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,890 | $76,050+31.3% | $96,544+3.5% | $71,457+39.8% |
| Participation rate | 69.2% | 74.4%-5.2pp | 76.0%-6.8pp | 67.9%+1.2pp |
| Annual return | 13.28% | 22.81%-9.5pp | 25.84%-12.6pp | 28.85%-15.6pp |
| Employer contribution / active EE | $502 | $2,244-77.6% | $2,965-83.1% | $2,588-80.6% |
| Participant deferral / active EE | $5,019 | $4,215+19.1% | $4,851+3.5% | $4,289+17.0% |
| Admin fee / account holder | $328 | $2,707-87.9% | $8,252-96.0% | $1,587-79.3% |