Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $24,418 |
AMERICAN FUNDS6+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,375 | $55,472-54.3% | $155,567-83.7% | $74,546-66.0% |
| Participation rate | 65.2% | 61.9%+3.3pp | 78.2%-13.0pp | 67.2%-2.0pp |
| Annual return | 17.63% | 268.72%-251.1pp | 64.74%-47.1pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $1,633 | $2,269-28.0% | $4,674-65.1% | $2,624-37.8% |
| Participant deferral / active EE | $2,737 | $2,838-3.6% | $5,628-51.4% | $4,347-37.1% |
| Admin fee / account holder | $155 | $1,743-91.1% | $15,916-99.0% | $1,944-92.0% |