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 & CO1+ years Filed as: D.A. DAVIDSON & CO. Service code 17 1225 L STREET · LINCOLN, NE 68508 | Pension Consulting | $12,658 |
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $4,989 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Custodial... | $3,848 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,697 | $25,723+104.9% | $69,182-23.8% | $55,167-4.5% |
| Participation rate | 91.2% | 39.4%+51.8pp | 55.1%+36.1pp | 69.0%+22.3pp |
| Annual return | 7.41% | 9.56%-2.1pp | -21.93%+29.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $651 | $480+35.5% | $1,206-46.0% | $1,963-66.8% |
| Participant deferral / active EE | $2,746 | $963+185.1% | $1,897+44.8% | $3,054-10.1% |
| Admin fee / account holder | $162 | $365-55.7% | $2,697-94.0% | $504-67.9% |