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 & CO7 years Filed as: D.A. DAVIDSON & CO. Service code 26 115 CANOPY ST. · LINCOLN, NE 68508 | Advisory (Participants) | $21,441 |
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $14,201 |
NEWPORT GROUP, INC.8+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Shareholder servicing ... | $4,411 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,916 | $64,119-29.9% | $112,228-60.0% | $66,914-32.9% |
| Participation rate | 92.4% | 68.5%+23.9pp | 75.1%+17.3pp | 69.8%+22.6pp |
| Annual return | -15.37% | -13.81%-1.6pp | 27.45%-42.8pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,779 | $3,005-40.8% | $3,635-51.1% | $2,544-30.1% |
| Participant deferral / active EE | $3,197 | $3,693-13.4% | $4,728-32.4% | $4,237-24.5% |
| Admin fee / account holder | $187 | $625-70.1% | $6,410-97.1% | $593-68.5% |