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 |
|---|---|---|
DAVINCI CAPITAL MANAGEMENT2 years Filed as: DAVINCI CAPITAL MANAGEMENT INC DBA Service code 27 801 CAMBRIDGE ST · CAMBRIDGE, MA 02141 | Advisory (Plan) | $18,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,897 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,859 | $52,953+82.9% | $172,739-43.9% | $65,185+48.6% |
| Participation rate | 80.3% | 66.2%+14.1pp | 82.6%-2.4pp | 70.2%+10.1pp |
| Annual return | 1.41% | 30.12%-28.7pp | 802.84%-801.4pp | 29.38%-28.0pp |
| Employer contribution / active EE | $3,272 | $2,190+49.4% | $5,143-36.4% | $2,177+50.3% |
| Participant deferral / active EE | $6,803 | $2,471+175.3% | $5,198+30.9% | $3,514+93.6% |
| Admin fee / account holder | $171 | $472-63.8% | $13,954-98.8% | $847-79.8% |