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 |
|---|---|---|
Filed as: DAVINCI CAPITAL MANAGEMENT INC DBA Service code 27 801 CAMBRIDGE ST · CAMBRIDGE, MA 02141 | Advisory (Plan) | $3,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,788 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,844 | $47,977+101.9% | $154,107-37.2% | $56,287+72.1% |
| Participation rate | 77.1% | 66.2%+11.0pp | 83.0%-5.9pp | 69.9%+7.3pp |
| Annual return | 13.28% | 3.54%+9.7pp | 735.12%-721.8pp | -9.96%+23.2pp |
| Employer contribution / active EE | $3,016 | $2,169+39.1% | $5,298-43.1% | $2,111+42.9% |
| Participant deferral / active EE | $6,076 | $2,392+154.0% | $5,081+19.6% | $3,350+81.4% |
| Admin fee / account holder | $37 | $438-91.6% | $13,411-99.7% | $521-92.9% |