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 9-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 & CO1 year Filed as: D.A. DAVIDSON & CO. Service code 17 1225 L STREET · LINCOLN, NE 68508 | Pension Consulting | $1,638 |
Service code 12 · EIN 84-1477138 | Participant communication; Direct pay... | $1,327 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Direct pa... | $253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,540 | $58,726-85.5% | $92,233-90.7% | $62,292-86.3% |
| Participation rate | 32.0% | 68.3%-36.4pp | 76.5%-44.5pp | 69.5%-37.5pp |
| Annual return | 21.45% | 43.62%-22.2pp | 176.28%-154.8pp | 28.90%-7.4pp |
| Employer contribution / active EE | $322 | $2,392-86.5% | $3,679-91.2% | $2,042-84.2% |
| Participant deferral / active EE | $911 | $2,766-67.1% | $3,897-76.6% | $3,169-71.3% |
| Admin fee / account holder | $59 | $556-89.5% | $5,194-98.9% | $479-87.8% |