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: DA DAVIDSON & COMPANY Service code 55 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Other Commissions | $35,091 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74 |
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 | $29,481 | $46,292-36.3% | $143,757-79.5% | $64,808-54.5% |
| Participation rate | 79.2% | 64.2%+15.0pp | 80.3%-1.1pp | 71.5%+7.7pp |
| Annual return | -13.90% | -10.05%-3.9pp | -0.04%-13.9pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,849 | $1,910-3.2% | $4,951-62.7% | $2,506-26.2% |
| Participant deferral / active EE | $2,397 | $2,646-9.4% | $5,637-57.5% | $4,310-44.4% |
| Admin fee / account holder | $92 | $154-40.4% | $14,673-99.4% | $188-51.2% |