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 COMPANY5+ years Filed as: DIVERSIFIED FINANCIAL Service code 26 · EIN 43-1575390 | Advisory (Participants) | $42,532 |
ASCENSUS LLC2 years Service code 37 · EIN 11-3665754 | Loan Processing | $29,977 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,698 | $49,138-33.5% | $84,015-61.1% | $65,185-49.8% |
| Participation rate | 73.3% | 60.7%+12.6pp | 69.0%+4.3pp | 70.2%+3.1pp |
| Annual return | 22.34% | 23.00%-0.7pp | 71.31%-49.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $966 | $914+5.7% | $1,983-51.3% | $2,177-55.6% |
| Participant deferral / active EE | $3,005 | $2,397+25.4% | $3,239-7.2% | $3,514-14.5% |
| Admin fee / account holder | $202 | $543-62.8% | $6,101-96.7% | $847-76.2% |