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 & CO2 years Filed as: D.A. DAVIDSON & CO. Service code 26 1225 L STREET · LINCOLN, NE 68508 | Advisory (Participants) | $13,628 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Participant loan ... | $6,271 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Direct payment... | $1,946 |
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 | $36,602 | $58,726-37.7% | $92,233-60.3% | $62,292-41.2% |
| Participation rate | 89.5% | 68.3%+21.2pp | 76.5%+13.0pp | 69.5%+20.0pp |
| Annual return | 18.25% | 43.62%-25.4pp | 176.28%-158.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $963 | $2,392-59.8% | $3,679-73.8% | $2,042-52.9% |
| Participant deferral / active EE | $2,406 | $2,766-13.0% | $3,897-38.3% | $3,169-24.1% |
| Admin fee / account holder | $121 | $556-78.3% | $5,194-97.7% | $479-74.8% |