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 & CO5 years Filed as: D.A. DAVIDSON AND CO Service code 99 · EIN 81-0139474 | Other Fees | $31,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,513 | $61,156-25.6% | $185,823-75.5% | $79,386-42.7% |
| Participation rate | 47.2% | 66.6%-19.4pp | 81.7%-34.5pp | 70.7%-23.5pp |
| Annual return | 16.62% | 19.45%-2.8pp | 122.05%-105.4pp | 116.85%-100.2pp |
| Employer contribution / active EE | $1,219 | $2,321-47.5% | $5,167-76.4% | $2,427-49.8% |
| Participant deferral / active EE | $2,194 | $2,789-21.3% | $5,568-60.6% | $4,046-45.8% |
| Admin fee / account holder | $338 | $710-52.3% | $16,237-97.9% | $626-46.0% |