See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $27,306 |
DA DAVIDSON & CO6 years Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $17,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,195 | $27,839+198.8% | $58,482+42.3% | $71,457+16.4% |
| Participation rate | 92.1% | 34.5%+57.5pp | 50.9%+41.2pp | 67.9%+24.1pp |
| Annual return | 23.64% | 26.81%-3.2pp | 4239.32%-4215.7pp | 28.85%-5.2pp |
| Employer contribution / active EE | $950 | $631+50.6% | $1,053-9.8% | $2,588-63.3% |
| Participant deferral / active EE | $3,762 | $1,206+211.8% | $1,924+95.5% | $4,289-12.3% |
| Admin fee / account holder | $271 | $1,641-83.5% | $2,516-89.2% | $1,587-82.9% |