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 & CO6 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $35,220 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,715 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,445 | $102,553+5.7% | $151,611-28.5% | $66,914+62.1% |
| Participation rate | 89.1% | 85.5%+3.6pp | 87.5%+1.6pp | 69.8%+19.3pp |
| Annual return | -19.18% | -10.82%-8.4pp | 3.33%-22.5pp | 1.58%-20.8pp |
| Employer contribution / active EE | $2,934 | $4,180-29.8% | $6,166-52.4% | $2,544+15.3% |
| Participant deferral / active EE | $6,436 | $6,641-3.1% | $8,363-23.0% | $4,237+51.9% |
| Admin fee / account holder | $250 | $630-60.4% | $11,616-97.9% | $593-57.9% |