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 & CO4 years Filed as: D.A. DAVIDSON & CO. Service code 26 1225 L STREET · LINCOLN, NE 68508 | Advisory (Participants) | $17,889 |
Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Claims proc... | $12,845 |
NEWPORT GROUP, INC.5+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); Fl... | $3,412 |
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 | $42,714 | $63,114-32.3% | $92,893-54.0% | $65,185-34.5% |
| Participation rate | 88.8% | 68.8%+20.0pp | 76.0%+12.8pp | 70.2%+18.6pp |
| Annual return | 24.44% | 28.75%-4.3pp | 109.41%-85.0pp | 29.38%-4.9pp |
| Employer contribution / active EE | $1,404 | $2,571-45.4% | $3,653-61.6% | $2,177-35.5% |
| Participant deferral / active EE | $2,813 | $3,108-9.5% | $4,236-33.6% | $3,514-19.9% |
| Admin fee / account holder | $168 | $624-73.0% | $5,794-97.1% | $847-80.1% |