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, LLC6 years Service code 26 · EIN 20-5173405 | Advisory (Participants) | $39,118 |
NYHART6 years Service code 15 · EIN 35-0966414 | Recordkeeping | $26,112 |
MATRIX TRUST COMPANY3 years Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $3,220 |
Participant 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 | $47,800 | $81,460-41.3% | $103,333-53.7% | $80,856-40.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.31% | 25.55%-15.2pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $10,548 | $3,105+239.7% | $3,868+172.7% | $2,755+282.9% |
| Participant deferral / active EE | $1,278 | $3,869-67.0% | $5,057-74.7% | $4,296-70.2% |
| Admin fee / account holder | $349 | $6,566-94.7% | $8,355-95.8% | $6,918-95.0% |