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) | $30,126 |
Service code 14 · EIN 43-1565836 | Plan Administrator | $15,929 |
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 | $71,471 | $78,485-8.9% | $106,213-32.7% | $74,495-4.1% |
| Participation rate | 84.7% | 72.8%+11.9pp | 75.3%+9.4pp | 67.2%+17.5pp |
| Annual return | 18.17% | 15.95%+2.2pp | 116.14%-98.0pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $2,232 | $2,523-11.5% | $3,171-29.6% | $2,623-14.9% |
| Participant deferral / active EE | $4,946 | $4,322+14.4% | $5,016-1.4% | $4,346+13.8% |
| Admin fee / account holder | $387 | $2,232-82.7% | $11,033-96.5% | $1,942-80.1% |