See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DIRECT ADVISORS, LLC6 years Service code 27 · EIN 20-5173405 | Advisory (Plan) | $34,112 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,200 |
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 | $121,486 | $87,870+38.3% | $113,168+7.4% | $74,304+63.5% |
| Participation rate | 76.0% | 70.7%+5.3pp | 76.6%-0.6pp | 60.3%+15.7pp |
| Annual return | 12.90% | 26.44%-13.5pp | 24.27%-11.4pp | 29.43%-16.5pp |
| Employer contribution / active EE | $665 | $2,277-70.8% | $2,975-77.7% | $2,241-70.3% |
| Participant deferral / active EE | $6,648 | $4,241+56.8% | $5,107+30.2% | $3,767+76.5% |
| Admin fee / account holder | $373 | $3,368-88.9% | $12,068-96.9% | $2,969-87.4% |