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 | $49,262 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 26 · EIN 47-0784180 | Advisory (Participants) | $39,097 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $33,902 |
DA DAVIDSON & CO1 year Filed as: D.A. DAVIDSON Service code 26 · EIN 81-0139474 | Advisory (Participants) | $9,276 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $395,526 | $80,753+389.8% | $136,294+190.2% | $62,292+535.0% |
| Participation rate | 93.7% | 73.5%+20.1pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | 15.50% | 35.83%-20.3pp | 5155.94%-5140.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $9,383 | $2,884+225.4% | $4,695+99.8% | $2,042+359.4% |
| Participant deferral / active EE | $9,589 | $5,164+85.7% | $6,247+53.5% | $3,169+202.6% |
| Admin fee / account holder | $833 | $525+58.6% | $9,243-91.0% | $479+73.8% |