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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24,368 |
DA DAVIDSON & CO3 years Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $20,578 |
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 | $87,936 | $35,986+144.4% | $77,482+13.5% | $73,488+19.7% |
| Participation rate | 91.7% | 40.8%+50.8pp | 54.2%+37.5pp | 70.7%+21.0pp |
| Annual return | 23.70% | 19.26%+4.4pp | 54.79%-31.1pp | 28.51%-4.8pp |
| Employer contribution / active EE | $802 | $557+43.8% | $986-18.7% | $2,270-64.7% |
| Participant deferral / active EE | $3,125 | $1,198+161.0% | $1,861+67.9% | $3,740-16.4% |
| Admin fee / account holder | $294 | $466-36.9% | $2,858-89.7% | $513-42.7% |