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 MANAGEMENT3 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 | $9,071 |
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 | $94,443 | $58,879+60.4% | $178,490-47.1% | $73,488+28.5% |
| Participation rate | 83.4% | 66.2%+17.2pp | 81.9%+1.5pp | 70.7%+12.8pp |
| Annual return | 9.66% | 24.86%-15.2pp | 151.07%-141.4pp | 28.51%-18.8pp |
| Employer contribution / active EE | $3,231 | $2,236+44.5% | $5,011-35.5% | $2,270+42.3% |
| Participant deferral / active EE | $6,796 | $2,567+164.7% | $5,202+30.7% | $3,740+81.7% |
| Admin fee / account holder | $169 | $400-57.7% | $13,984-98.8% | $513-67.0% |