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 & CO6 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $30,211 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,997 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,334 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,557 | $94,833-62.5% | $75,696-53.0% | $86,799-59.0% |
| Participation rate | 72.3% | 79.1%-6.8pp | 74.8%-2.6pp | 72.3%0pp |
| Annual return | 13.46% | 16.91%-3.5pp | 104.53%-91.1pp | 97.91%-84.5pp |
| Employer contribution / active EE | $1,048 | $2,904-63.9% | $2,743-61.8% | $2,405-56.4% |
| Participant deferral / active EE | $2,216 | $3,632-39.0% | $3,821-42.0% | $4,131-46.4% |
| Admin fee / account holder | $116 | $109+6.7% | $3,619-96.8% | $170-31.7% |