Filed November 3, 2022 (most recent of 2 filings on file)
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 |
|---|---|---|
FUND DIRECT ADVISORS5 years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $6,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,188 | $34,934+0.7% | $56,411-37.6% | $74,495-52.8% |
| Participation rate | 54.1% | 32.8%+21.2pp | 52.5%+1.6pp | 67.2%-13.1pp |
| Annual return | 19.54% | 25.94%-6.4pp | 1701.33%-1681.8pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $1,054 | $609+73.1% | $1,039+1.5% | $2,623-59.8% |
| Participant deferral / active EE | $1,181 | $1,170+0.9% | $1,952-39.5% | $4,346-72.8% |
| Admin fee / account holder | $111 | $2,364-95.3% | $2,829-96.1% | $1,942-94.3% |