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 |
|---|---|---|
Filed as: DIVERSIFIED FINANCIAL ADVISORS LLC Service code 27 14323 SOUTH OUTER FORTY DR. · CHESTERFIELD, MO 63017 | Advisory (Plan) | $42,536 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,900 | $54,573+18.9% | $90,951-28.6% | $73,488-11.7% |
| Participation rate | 65.5% | 61.2%+4.3pp | 69.0%-3.5pp | 70.7%-5.2pp |
| Annual return | 28.16% | 16.69%+11.5pp | 134.60%-106.4pp | 28.51%-0.4pp |
| Employer contribution / active EE | $813 | $991-18.0% | $2,122-61.7% | $2,270-64.2% |
| Participant deferral / active EE | $3,625 | $2,517+44.0% | $3,373+7.5% | $3,740-3.1% |
| Admin fee / account holder | $355 | $521-31.9% | $5,959-94.0% | $513-30.8% |