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.
See the 8-year trajectory with Solo.
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 |
|---|---|---|
DIVERSIFIED BROKERAGE LTD3 years Service code 99 · EIN 14-1697085 | Other Fees | $9,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,501 | $42,353-49.2% | $79,550-73.0% | $64,808-66.8% |
| Participation rate | 51.2% | 64.8%-13.6pp | 69.5%-18.3pp | 71.5%-20.3pp |
| Annual return | 15.97% | -12.24%+28.2pp | 0.16%+15.8pp | 32.82%-16.9pp |
| Employer contribution / active EE | $1,503 | $1,181+27.3% | $2,413-37.7% | $2,506-40.0% |
| Participant deferral / active EE | $2,809 | $3,170-11.4% | $3,985-29.5% | $4,310-34.8% |
| Admin fee / account holder | $6 | $160-96.0% | $6,832-99.9% | $188-96.6% |