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 |
|---|---|---|
DIVERSIFIED TRUST COMPANY4+ years Filed as: DIVERSIFIED FINANCIAL Service code 26 · EIN 43-1575390 | Advisory (Participants) | $28,608 |
ASCENSUS LLC1 year Service code 37 · EIN 11-3665754 | Loan Processing | $27,450 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,690 | $42,548-32.6% | $74,550-61.5% | $56,287-49.0% |
| Participation rate | 70.4% | 60.5%+9.9pp | 69.1%+1.3pp | 69.9%+0.6pp |
| Annual return | -5.42% | 12.40%-17.8pp | 32.53%-38.0pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,059 | $855+23.8% | $1,961-46.0% | $2,111-49.8% |
| Participant deferral / active EE | $3,033 | $2,277+33.2% | $3,108-2.4% | $3,350-9.4% |
| Admin fee / account holder | $232 | $467-50.2% | $5,060-95.4% | $521-55.4% |