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 & CO5 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $37,209 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,267 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,889 | $121,341+10.3% | $189,513-29.4% | $79,386+68.7% |
| Participation rate | 86.8% | 86.1%+0.7pp | 87.8%-1.0pp | 70.7%+16.1pp |
| Annual return | 21.04% | 21.08%0pp | 555.15%-534.1pp | 116.85%-95.8pp |
| Employer contribution / active EE | $2,626 | $3,915-32.9% | $6,162-57.4% | $2,427+8.2% |
| Participant deferral / active EE | $5,400 | $6,395-15.6% | $8,221-34.3% | $4,046+33.5% |
| Admin fee / account holder | $261 | $651-59.9% | $12,045-97.8% | $626-58.3% |