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 & CO3 years Filed as: D.A. DAVIDSON & CO. Service code 26 1225 L STREET · LINCOLN, NE 68508 | Advisory (Participants) | $16,541 |
Service code 12 · EIN 84-1477138 | Participant loan processing; Recordke... | $12,018 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Direct payment from th... | $3,543 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,379 | $55,449-39.8% | $83,848-60.2% | $56,287-40.7% |
| Participation rate | 89.4% | 68.0%+21.4pp | 76.1%+13.2pp | 69.9%+19.5pp |
| Annual return | -6.00% | -1.38%-4.6pp | 850.88%-856.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $967 | $2,430-60.2% | $3,631-73.4% | $2,111-54.2% |
| Participant deferral / active EE | $2,414 | $2,935-17.8% | $4,082-40.9% | $3,350-27.9% |
| Admin fee / account holder | $162 | $656-75.3% | $5,478-97.0% | $521-68.9% |