See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO6 years Filed as: D. A. DAVIDSON Service code 27 · EIN 81-0139474 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $57,100 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 65 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Account Maintenance | $37,241 |
BREAK-THRU BENEFITS, LLC10+ years Service code 15 · EIN 91-2050054 200 NORTH MULLAN ROAD, SUITE 216 · SPOKANE VALLEY, WA 99206 | Recordkeeping | $17,040 |
Filed as: ANASTASI MOORE & MARTIN PLLC Service code 10 · EIN 20-8149084 9 WASHINTON ST · SPOKANE, WA 99201 | Accounting | $12,000 |
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 | $99,840 | $54,193+84.2% | $93,606+6.7% | $77,643+28.6% |
| Participation rate | 98.2% | 63.9%+34.2pp | 68.7%+29.4pp | 70.6%+27.6pp |
| Annual return | 14.50% | 30.54%-16.0pp | 133.20%-118.7pp | 31.24%-16.7pp |
| Employer contribution / active EE | $6,749 | $1,168+477.9% | $2,420+178.9% | $2,726+147.6% |
| Participant deferral / active EE | $5,072 | $3,144+61.3% | $4,411+15.0% | $4,647+9.1% |
| Admin fee / account holder | $301 | $576-47.6% | $8,285-96.4% | $430-30.0% |