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 & COMPANY Service code 55 · EIN 81-0139474 | Other Commissions | $27,280 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,142 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,809 | $62,267-45.7% | $110,238-69.3% | $55,725-39.3% |
| Participation rate | 84.2% | 78.1%+6.1pp | 79.8%+4.4pp | 70.9%+13.4pp |
| Annual return | -4.74% | -1.07%-3.7pp | 314.74%-319.5pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,528 | $1,941-21.3% | $3,826-60.1% | $2,078-26.5% |
| Participant deferral / active EE | $1,033 | $3,516-70.6% | $4,672-77.9% | $3,356-69.2% |
| Admin fee / account holder | $77 | $121-36.0% | $8,547-99.1% | $115-32.8% |