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 | $30,551 |
DA DAVIDSON & CO5 years Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $25,115 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,989 | $26,549+156.1% | $61,373+10.8% | $66,914+1.6% |
| Participation rate | 94.6% | 38.1%+56.5pp | 52.6%+42.0pp | 69.8%+24.8pp |
| Annual return | -23.66% | -16.21%-7.4pp | 338.61%-362.3pp | 1.58%-25.2pp |
| Employer contribution / active EE | $908 | $651+39.4% | $1,159-21.7% | $2,544-64.3% |
| Participant deferral / active EE | $3,660 | $1,338+173.5% | $2,125+72.3% | $4,237-13.6% |
| Admin fee / account holder | $342 | $409-16.4% | $2,130-84.0% | $593-42.4% |