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 & CO3 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $8,360 |
RANDALL & HURLEY, INC.3 years Filed as: RANDALL & HURLEY INC Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $6,026 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,589 | $61,272-46.8% | $149,673-78.2% | $71,457-54.4% |
| Participation rate | 80.8% | 62.5%+18.3pp | 78.8%+2.0pp | 67.9%+12.8pp |
| Annual return | 11.65% | 35.85%-24.2pp | 134.42%-122.8pp | 28.85%-17.2pp |
| Employer contribution / active EE | $1,810 | $2,378-23.9% | $4,818-62.4% | $2,588-30.1% |
| Participant deferral / active EE | $2,672 | $2,917-8.4% | $5,680-53.0% | $4,289-37.7% |
| Admin fee / account holder | $43 | $1,261-96.6% | $13,210-99.7% | $1,587-97.3% |