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 & CO INC Service code 50 · EIN 81-0139474 | Direct Payment | $53,005 |
Filed as: GWLA Service code 15 · EIN 84-0467907 | Recordkeeping | $1,545 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,896 | $121,341-30.9% | $189,513-55.7% | $79,386+5.7% |
| Participation rate | 86.7% | 86.1%+0.6pp | 87.8%-1.1pp | 70.7%+16.0pp |
| Annual return | 15.16% | 21.08%-5.9pp | 555.15%-540.0pp | 116.85%-101.7pp |
| Employer contribution / active EE | $4,396 | $3,915+12.3% | $6,162-28.7% | $2,427+81.1% |
| Participant deferral / active EE | $2,359 | $6,395-63.1% | $8,221-71.3% | $4,046-41.7% |
| Admin fee / account holder | $9 | $651-98.7% | $12,045-99.9% | $626-98.6% |