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 6-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 & CO1 year Filed as: D A DAVIDSON & CO Service code 27 · EIN 81-0139474 | Advisory (Plan) | $23,312 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $496 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $84,760 | $89,739-5.5% | $149,718-43.4% | $62,292+36.1% |
| Participation rate | 94.8% | 85.1%+9.7pp | 87.1%+7.8pp | 69.5%+25.3pp |
| Annual return | 15.21% | 21.01%-5.8pp | 1501.63%-1486.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,580 | $3,233-51.1% | $5,445-71.0% | $2,042-22.6% |
| Participant deferral / active EE | $5,011 | $4,797+4.5% | $6,569-23.7% | $3,169+58.1% |
| Admin fee / account holder | $4 | $551-99.3% | $11,283-100.0% | $479-99.2% |