See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO9 years Filed as: D.A. DAVIDSON & CO. Service code 26 · EIN 81-0139474 | Advisory (Participants) | $27,908 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,189 |
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 | $123,234 | $101,317+21.6% | $146,958-16.1% | $74,495+65.4% |
| Participation rate | 91.0% | 75.5%+15.5pp | 82.2%+8.9pp | 67.2%+23.8pp |
| Annual return | 18.34% | 8730.91%-8712.6pp | 418.34%-400.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $2,215 | $3,810-41.9% | $4,933-55.1% | $2,623-15.6% |
| Participant deferral / active EE | $7,784 | $7,303+6.6% | $8,070-3.5% | $4,346+79.1% |
| Admin fee / account holder | $154 | $1,739-91.1% | $12,998-98.8% | $1,942-92.1% |