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 INC. Service code 27 14323 SOUTH OUTER FORTY DR. · CHESTERFIELD, MO 63017 | Advisory (Plan) | $48,783 |
PCS RETIREMENT, LLC3 years Service code 13 · EIN 23-3038464 | Contract Administrator | $38,441 |
ARMANINO LLP3 years Service code 70 PO BOX 888285 · LOS ANGELES, CA 90088 | Consulting Fees | $7,613 |
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).
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 | $69,261 | $54,701+26.6% | $86,188-19.6% | $71,457-3.1% |
| Participation rate | 77.5% | 60.1%+17.4pp | 69.0%+8.6pp | 67.9%+9.6pp |
| Annual return | 20.18% | 20.06%+0.1pp | 1168.45%-1148.3pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,403 | $1,265+10.9% | $2,380-41.1% | $2,588-45.8% |
| Participant deferral / active EE | $5,892 | $3,108+89.5% | $3,985+47.8% | $4,289+37.4% |
| Admin fee / account holder | $458 | $1,922-76.2% | $6,852-93.3% | $1,587-71.1% |