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 & CO4 years Filed as: D.A. DAVIDSON AND CO Service code 99 · EIN 81-0139474 | Other Fees | $22,992 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,967 | $58,879-33.8% | $178,490-78.2% | $73,488-47.0% |
| Participation rate | 56.1% | 66.2%-10.1pp | 81.9%-25.8pp | 70.7%-14.6pp |
| Annual return | 17.40% | 24.86%-7.5pp | 151.07%-133.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,017 | $2,236-54.5% | $5,011-79.7% | $2,270-55.2% |
| Participant deferral / active EE | $2,066 | $2,567-19.5% | $5,202-60.3% | $3,740-44.7% |
| Admin fee / account holder | $259 | $400-35.4% | $13,984-98.1% | $513-49.6% |