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 & CO7 years Filed as: D.A. DAVIDSON & CO. Service code 26 · EIN 81-0139474 | Advisory (Participants) | $31,606 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 27 · EIN 01-0233346 | Advisory (Plan) | $1,488 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,813 | $84,487+19.3% | $125,339-19.6% | $66,914+50.7% |
| Participation rate | 88.3% | 76.4%+11.9pp | 82.4%+5.9pp | 69.8%+18.5pp |
| Annual return | -19.81% | -8.39%-11.4pp | 572.05%-591.9pp | 1.58%-21.4pp |
| Employer contribution / active EE | $2,047 | $3,553-42.4% | $4,814-57.5% | $2,544-19.5% |
| Participant deferral / active EE | $6,709 | $6,781-1.1% | $7,446-9.9% | $4,237+58.3% |
| Admin fee / account holder | $161 | $685-76.5% | $10,010-98.4% | $593-72.9% |