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 & CO2 years Filed as: DA DAVIDSON & CO. Service code 55 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Other Commissions | $29,827 |
Filed as: GREAT-WEST LIFE & ANNUITY CO. Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,933 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,184 | $52,293-34.6% | $178,490-80.8% | $73,409-53.4% |
| Participation rate | 76.4% | 65.3%+11.0pp | 81.9%-5.6pp | 72.2%+4.2pp |
| Annual return | 13.09% | 34.75%-21.7pp | 151.07%-138.0pp | 59.29%-46.2pp |
| Employer contribution / active EE | $1,803 | $1,735+3.9% | $5,011-64.0% | $2,234-19.3% |
| Participant deferral / active EE | $2,168 | $2,332-7.0% | $5,202-58.3% | $3,805-43.0% |
| Admin fee / account holder | $92 | $127-27.5% | $13,984-99.3% | $158-41.5% |