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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,732 |
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $10,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,950 | $55,453-47.8% | $170,442-83.0% | $62,292-53.5% |
| Participation rate | 42.1% | 66.4%-24.3pp | 83.6%-41.5pp | 69.5%-27.4pp |
| Annual return | 17.56% | 21.38%-3.8pp | 205.93%-188.4pp | 28.90%-11.3pp |
| Employer contribution / active EE | $619 | $2,164-71.4% | $5,433-88.6% | $2,042-69.7% |
| Participant deferral / active EE | $952 | $2,303-58.7% | $4,939-80.7% | $3,169-70.0% |
| Admin fee / account holder | $260 | $455-42.8% | $13,880-98.1% | $479-45.7% |