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 |
|---|---|---|
DIRECT ADVISORS, LLC1 year Service code 26 · EIN 20-5173405 | Advisory (Participants) | $29,221 |
Service code 15 · EIN 16-0380815 | Recordkeeping | $11,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,091 | $84,487-71.5% | $125,339-80.8% | $66,914-64.0% |
| Participation rate | 67.2% | 76.4%-9.3pp | 82.4%-15.2pp | 69.8%-2.6pp |
| Annual return | -19.47% | -8.39%-11.1pp | 572.05%-591.5pp | 1.58%-21.1pp |
| Employer contribution / active EE | $2,130 | $3,553-40.0% | $4,814-55.7% | $2,544-16.3% |
| Participant deferral / active EE | $5,667 | $6,781-16.4% | $7,446-23.9% | $4,237+33.8% |
| Admin fee / account holder | $232 | $685-66.2% | $10,010-97.7% | $593-61.0% |