See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO6 years Filed as: D.A. DAVIDSON & CO. Service code 26 450 REGENCY PARKWAY · OMAHA, NE 68114 | Advisory (Participants) | $26,147 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Participant commu... | $17,247 |
NEWPORT GROUP, INC.7+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Custodial (other than ... | $5,197 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,738 | $77,660-19.2% | $109,143-42.5% | $79,386-21.0% |
| Participation rate | 84.9% | 67.8%+17.1pp | 75.9%+9.0pp | 70.7%+14.2pp |
| Annual return | 16.11% | 23.44%-7.3pp | 25.75%-9.6pp | 116.85%-100.7pp |
| Employer contribution / active EE | $1,419 | $2,797-49.3% | $3,722-61.9% | $2,427-41.5% |
| Participant deferral / active EE | $3,083 | $3,518-12.4% | $4,653-33.7% | $4,046-23.8% |
| Admin fee / account holder | $256 | $732-65.1% | $6,752-96.2% | $626-59.2% |