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 |
|---|---|---|
Filed as: DIVERSIFIED FINANCIAL ADVISORS LLC Service code 26 · EIN 90-1225082 | Advisory (Participants) | $30,860 |
PISTL SERVICE CORPORATION5 years Service code 14 · EIN 43-1565836 | Plan Administrator | $20,053 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,539 | $88,634-17.0% | $101,326-27.4% | $74,304-1.0% |
| Participation rate | 87.8% | 76.9%+10.9pp | 81.5%+6.3pp | 60.3%+27.4pp |
| Annual return | 28.23% | 33.10%-4.9pp | 36.82%-8.6pp | 29.43%-1.2pp |
| Employer contribution / active EE | $689 | $2,930-76.5% | $3,665-81.2% | $2,241-69.3% |
| Participant deferral / active EE | $4,549 | $7,322-37.9% | $7,994-43.1% | $3,767+20.8% |
| Admin fee / account holder | $309 | $2,425-87.3% | $11,185-97.2% | $2,969-89.6% |