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 10-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 TRUST COMPANY10+ years Filed as: DIVERSIFIED FINANCIAL Service code 26 · EIN 43-1575390 | Advisory (Participants) | $239,912 |
Filed as: PROFFESIONAL CAPITAL SERVICES, LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $173,836 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,290 | $59,417-23.8% | $93,606-51.6% | $74,495-39.2% |
| Participation rate | 76.1% | 59.7%+16.5pp | 68.7%+7.4pp | 67.2%+8.9pp |
| Annual return | 15.99% | 81.83%-65.8pp | 133.20%-117.2pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,299 | $1,264+2.8% | $2,420-46.3% | $2,623-50.5% |
| Participant deferral / active EE | $3,956 | $3,050+29.7% | $4,411-10.3% | $4,346-9.0% |
| Admin fee / account holder | $328 | $3,021-89.2% | $8,285-96.0% | $1,942-83.1% |