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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.
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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 |
|---|---|---|
DS INVESTMENT ADVISORS2 years Service code 27 · EIN 87-4233743 | Advisory (Plan) | $62,807 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,021 | $108,549-5.1% | $156,263-34.1% | $85,563+20.4% |
| Participation rate | 64.9% | 77.1%-12.2pp | 78.9%-14.0pp | 66.0%-1.1pp |
| Annual return | 12.71% | 21.79%-9.1pp | 59.47%-46.8pp | 31.51%-18.8pp |
| Employer contribution / active EE | $1,872 | $2,690-30.4% | $4,333-56.8% | $2,654-29.5% |
| Participant deferral / active EE | $3,716 | $4,800-22.6% | $6,158-39.7% | $4,375-15.1% |
| Admin fee / account holder | $336 | $650-48.3% | $14,255-97.6% | $834-59.7% |