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 | $34,406 |
DA DAVIDSON & CO7 years Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $21,947 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,764 | $34,934+157.0% | $56,411+59.1% | $74,495+20.5% |
| Participation rate | 91.5% | 32.8%+58.7pp | 52.5%+39.0pp | 67.2%+24.3pp |
| Annual return | 18.28% | 25.94%-7.7pp | 1701.33%-1683.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $931 | $609+52.8% | $1,039-10.4% | $2,623-64.5% |
| Participant deferral / active EE | $3,751 | $1,170+220.5% | $1,952+92.2% | $4,346-13.7% |
| Admin fee / account holder | $301 | $2,364-87.3% | $2,829-89.3% | $1,942-84.5% |