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 & CO3 years Filed as: DA DAVIDSON Service code 27 8 THIRD ST. NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $44,975 |
RANDALL & HURLEY, INC.1 year Service code 14 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Plan Administrator | $950 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,716 | $98,982+114.9% | $162,163+31.2% | $65,185+226.3% |
| Participation rate | 91.8% | 85.8%+6.0pp | 87.6%+4.3pp | 70.2%+21.6pp |
| Annual return | 13.66% | 24.84%-11.2pp | 115.59%-101.9pp | 29.38%-15.7pp |
| Employer contribution / active EE | $11,975 | $3,467+245.5% | $5,614+113.3% | $2,177+450.2% |
| Participant deferral / active EE | $1,235 | $5,384-77.1% | $7,298-83.1% | $3,514-64.9% |
| Admin fee / account holder | $356 | $596-40.3% | $10,843-96.7% | $847-58.0% |