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 |
|---|---|---|
DA DAVIDSON & CO2 years Filed as: D.A. DAVIDSON & CO Service code 27 · EIN 81-0139474 | Advisory (Plan) | $25,000 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,858 | $100,923+43.5% | $150,045-3.5% | $74,304+95.0% |
| Participation rate | 82.8% | 70.1%+12.8pp | 82.3%+0.5pp | 60.3%+22.5pp |
| Annual return | 16.71% | 51.77%-35.1pp | 62.55%-45.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $4,424 | $3,463+27.7% | $4,693-5.7% | $2,241+97.4% |
| Participant deferral / active EE | $13,147 | $6,709+96.0% | $7,997+64.4% | $3,767+249.0% |
| Admin fee / account holder | $163 | $2,767-94.1% | $13,435-98.8% | $2,969-94.5% |