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 17 115 CANOPY ST · LINCOLN, NE 68508 | Pension Consulting | $24,931 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $7,950 |
Service code 15 · EIN 47-0321480 | Recordkeeping | $7,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,679 | $101,317-32.2% | $146,958-53.3% | $74,495-7.8% |
| Participation rate | 60.2% | 75.5%-15.3pp | 82.2%-21.9pp | 67.2%-7.0pp |
| Annual return | 16.15% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $412 | $3,810-89.2% | $4,933-91.6% | $2,623-84.3% |
| Participant deferral / active EE | $3,367 | $7,303-53.9% | $8,070-58.3% | $4,346-22.5% |
| Admin fee / account holder | $288 | $1,739-83.4% | $12,998-97.8% | $1,942-85.2% |