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 year Filed as: DA DAVIDSON & COMPANY Service code 16 · EIN 81-0139474 | Consulting | $22,922 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,468 |
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 | $61,919 | $28,109+120.3% | $71,086-12.9% | $56,287+10.0% |
| Participation rate | 86.3% | 40.4%+45.9pp | 54.7%+31.7pp | 69.9%+16.5pp |
| Annual return | -6.24% | -615.05%+608.8pp | 650.59%-656.8pp | -9.96%+3.7pp |
| Employer contribution / active EE | $912 | $558+63.6% | $1,088-16.1% | $2,111-56.8% |
| Participant deferral / active EE | $3,400 | $1,116+204.8% | $1,874+81.4% | $3,350+1.5% |
| Admin fee / account holder | $266 | $585-54.5% | $3,082-91.4% | $521-48.9% |