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 & CO9 years Filed as: D.A. DAVIDSON & CO. Service code 26 115 CANOPY ST. · LINCOLN, NE 68508 | Advisory (Participants) | $26,542 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $15,214 |
NEWPORT GROUP, INC.10+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); In... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,803 | $80,724-27.2% | $103,333-43.1% | $74,495-21.1% |
| Participation rate | 80.8% | 65.7%+15.1pp | 74.5%+6.3pp | 67.2%+13.6pp |
| Annual return | 17.02% | 27.56%-10.5pp | 24.88%-7.9pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $2,151 | $3,157-31.9% | $3,868-44.4% | $2,623-18.0% |
| Participant deferral / active EE | $3,098 | $3,860-19.7% | $5,057-38.7% | $4,346-28.7% |
| Admin fee / account holder | $232 | $2,368-90.2% | $8,355-97.2% | $1,942-88.1% |