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 & CO8 years Filed as: D.A. DAVIDSON & CO. Service code 26 115 CANOPY ST. · LINCOLN, NE 68508 | Advisory (Participants) | $11,087 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $2,480 |
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $0 |
NEWPORT GROUP, INC.9+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Direct pa... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,643 | $76,670-33.9% | $96,683-47.6% | $71,457-29.1% |
| Participation rate | 95.7% | 66.6%+29.1pp | 74.3%+21.4pp | 67.9%+27.8pp |
| Annual return | 18.08% | 48.29%-30.2pp | 35.69%-17.6pp | 28.85%-10.8pp |
| Employer contribution / active EE | $1,569 | $3,031-48.2% | $3,737-58.0% | $2,588-39.4% |
| Participant deferral / active EE | $3,242 | $3,771-14.0% | $4,878-33.5% | $4,289-24.4% |
| Admin fee / account holder | $134 | $2,028-93.4% | $6,730-98.0% | $1,587-91.5% |