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 & CO3 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $26,135 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,769 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $399 |
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 | $91,122 | $98,982-7.9% | $162,163-43.8% | $65,185+39.8% |
| Participation rate | 89.2% | 85.8%+3.4pp | 87.6%+1.7pp | 70.2%+19.0pp |
| Annual return | 27.20% | 24.84%+2.4pp | 115.59%-88.4pp | 29.38%-2.2pp |
| Employer contribution / active EE | $2,416 | $3,467-30.3% | $5,614-57.0% | $2,177+11.0% |
| Participant deferral / active EE | $4,897 | $5,384-9.0% | $7,298-32.9% | $3,514+39.4% |
| Admin fee / account holder | $284 | $596-52.4% | $10,843-97.4% | $847-66.5% |