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: D.A. DAVIDSON AND CO Service code 99 · EIN 81-0139474 | Other Fees | $27,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,831 | $65,061-55.7% | $143,757-79.9% | $66,914-56.9% |
| Participation rate | 41.3% | 65.2%-23.9pp | 80.3%-39.0pp | 69.8%-28.5pp |
| Annual return | -15.74% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,174 | $2,361-50.3% | $4,951-76.3% | $2,544-53.9% |
| Participant deferral / active EE | $2,387 | $2,919-18.2% | $5,637-57.7% | $4,237-43.7% |
| Admin fee / account holder | $261 | $502-48.0% | $14,673-98.2% | $593-56.0% |