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 & CO5 years Filed as: D.A. DAVIDSON Service code 26 · EIN 81-0139474 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Participants) | $13,194 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $207,037 | $81,248+154.8% | $155,509+33.1% | $80,856+156.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.44% | 33.31%-19.9pp | 64.67%-51.2pp | 35.59%-22.2pp |
| Employer contribution / active EE | $11,969 | $3,100+286.1% | $4,672+156.2% | $2,755+334.5% |
| Participant deferral / active EE | $7,851 | $3,452+127.5% | $5,626+39.5% | $4,296+82.8% |
| Admin fee / account holder | $685 | $7,997-91.4% | $15,912-95.7% | $6,918-90.1% |