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 |
|---|---|---|
DA DAVIDSON & CO4 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $29,200 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,371 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $45,562 | $95,542-52.3% | $69,455-34.4% | $67,579-32.6% |
| Participation rate | 55.8% | 79.4%-23.5pp | 74.6%-18.8pp | 71.3%-15.5pp |
| Annual return | 26.45% | 17.67%+8.8pp | 28.97%-2.5pp | 378.56%-352.1pp |
| Employer contribution / active EE | $675 | $2,989-77.4% | $2,779-75.7% | $2,148-68.6% |
| Participant deferral / active EE | $1,888 | $3,263-42.2% | $3,535-46.6% | $3,539-46.7% |
| Admin fee / account holder | $126 | $90+40.4% | $3,839-96.7% | $142-11.3% |