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 & CO4 years Filed as: DA DAVIDSON Service code 27 8 THIRD ST. NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $69,060 |
RANDALL & HURLEY, INC.2 years Service code 14 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Plan Administrator | $7,341 |
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 | $223,308 | $136,307+63.8% | $177,821+25.6% | $73,488+203.9% |
| Participation rate | 90.4% | 86.1%+4.3pp | 87.7%+2.7pp | 70.7%+19.8pp |
| Annual return | 6.27% | 18.68%-12.4pp | 48.32%-42.1pp | 28.51%-22.2pp |
| Employer contribution / active EE | $13,594 | $3,712+266.2% | $5,918+129.7% | $2,270+498.8% |
| Participant deferral / active EE | $1,219 | $5,829-79.1% | $7,714-84.2% | $3,740-67.4% |
| Admin fee / account holder | $401 | $596-32.6% | $12,427-96.8% | $513-21.8% |