See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,607 |
DA DAVIDSON & CO8 years Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $22,722 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,598 | $55,415-66.4% | $155,509-88.0% | $74,495-75.0% |
| Participation rate | 89.5% | 61.9%+27.6pp | 78.2%+11.3pp | 67.2%+22.3pp |
| Annual return | 12.36% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,935 | $2,267-14.6% | $4,672-58.6% | $2,623-26.2% |
| Participant deferral / active EE | $2,538 | $2,836-10.5% | $5,626-54.9% | $4,346-41.6% |
| Admin fee / account holder | $208 | $1,738-88.0% | $15,912-98.7% | $1,942-89.3% |