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 27 · EIN 81-0139474 | Advisory (Plan) | $18,098 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,338 |
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 | $74,314 | $31,679+134.6% | $74,701-0.5% | $65,185+14.0% |
| Participation rate | 90.5% | 40.4%+50.2pp | 54.5%+36.1pp | 70.2%+20.3pp |
| Annual return | 27.69% | 39.04%-11.3pp | 752.92%-725.2pp | 29.38%-1.7pp |
| Employer contribution / active EE | $802 | $566+41.6% | $1,084-26.0% | $2,177-63.2% |
| Participant deferral / active EE | $3,016 | $1,191+153.2% | $1,964+53.6% | $3,514-14.2% |
| Admin fee / account holder | $251 | $379-33.7% | $3,333-92.5% | $847-70.3% |