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 & CO5 years Filed as: D.A. DAVIDSON & CO. Service code 26 1225 L STREET · LINCOLN, NE 68508 | Advisory (Participants) | $20,537 |
Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Participant... | $13,079 |
NEWPORT GROUP, INC.6+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Custodial (other than ... | $3,694 |
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 | $50,136 | $69,362-27.7% | $101,248-50.5% | $73,488-31.8% |
| Participation rate | 90.2% | 68.4%+21.8pp | 75.8%+14.4pp | 70.7%+19.6pp |
| Annual return | 17.22% | 18.46%-1.2pp | 46.47%-29.3pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,450 | $2,628-44.8% | $3,660-60.4% | $2,270-36.1% |
| Participant deferral / active EE | $3,143 | $3,300-4.8% | $4,370-28.1% | $3,740-16.0% |
| Admin fee / account holder | $174 | $704-75.3% | $5,945-97.1% | $513-66.2% |