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 & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $30,207 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,057 |
ANDERSON ZURMUEHLEN1 year Filed as: ANDERSON ZURMUEHLEN AND CO Service code 10 · EIN 81-0385940 | Accounting | $7,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,256 | $71,142-56.1% | $119,609-73.9% | $64,808-51.8% |
| Participation rate | 80.2% | 78.6%+1.6pp | 79.3%+1.0pp | 71.5%+8.8pp |
| Annual return | -14.48% | -10.01%-4.5pp | -14.97%+0.5pp | 32.82%-47.3pp |
| Employer contribution / active EE | $1,894 | $2,497-24.1% | $4,232-55.2% | $2,506-24.4% |
| Participant deferral / active EE | $1,420 | $4,490-68.4% | $5,602-74.7% | $4,310-67.1% |
| Admin fee / account holder | $165 | $162+1.6% | $10,323-98.4% | $188-12.3% |