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 & CO6 years Filed as: DA DAVIDSON Service code 27 8 THIRD ST. NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $43,504 |
RANDALL & HURLEY, INC.4 years Service code 14 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Plan Administrator | $9,617 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,060 | $102,553+61.0% | $151,611+8.9% | $66,914+146.7% |
| Participation rate | 82.1% | 85.5%-3.4pp | 87.5%-5.4pp | 69.8%+12.3pp |
| Annual return | -8.50% | -10.82%+2.3pp | 3.33%-11.8pp | 1.58%-10.1pp |
| Employer contribution / active EE | $12,251 | $4,180+193.1% | $6,166+98.7% | $2,544+381.5% |
| Participant deferral / active EE | $1,271 | $6,641-80.9% | $8,363-84.8% | $4,237-70.0% |
| Admin fee / account holder | $393 | $630-37.7% | $11,616-96.6% | $593-33.8% |