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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $41,098 |
DA DAVIDSON & CO8 years Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $25,780 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,875 | $31,310+238.1% | $53,898+96.4% | $74,304+42.5% |
| Participation rate | 92.2% | 30.7%+61.5pp | 55.0%+37.2pp | 60.3%+31.8pp |
| Annual return | 15.11% | 23.16%-8.0pp | 528.60%-513.5pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,060 | $450+135.6% | $932+13.7% | $2,241-52.7% |
| Participant deferral / active EE | $4,182 | $934+347.7% | $1,826+129.0% | $3,767+11.0% |
| Admin fee / account holder | $367 | $2,175-83.1% | $2,491-85.2% | $2,969-87.6% |