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: D.A. DAVIDSON & CO. Service code 17 1225 L STREET · LINCOLN, NE 68508 | Pension Consulting | $37,785 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Participant loan ... | $7,250 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); In... | $3,833 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,255 | $59,535+51.6% | $90,160+0.1% | $62,292+44.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.93% | 23.53%+1.4pp | 34.88%-9.9pp | 28.90%-4.0pp |
| Employer contribution / active EE | $3,363 | $1,826+84.2% | $3,318+1.3% | $2,042+64.7% |
| Participant deferral / active EE | $6,407 | $4,639+38.1% | $5,288+21.2% | $3,169+102.2% |
| Admin fee / account holder | $313 | $337-7.0% | $5,943-94.7% | $479-34.6% |