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 & CO7 years Filed as: D.A. DAVIDSON AND CO Service code 99 · EIN 81-0139474 | Other Fees | $25,767 |
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 | $31,760 | $61,272-48.2% | $149,673-78.8% | $71,457-55.6% |
| Participation rate | 43.5% | 62.5%-19.0pp | 78.8%-35.2pp | 67.9%-24.4pp |
| Annual return | 18.70% | 35.85%-17.2pp | 134.42%-115.7pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,062 | $2,378-55.4% | $4,818-78.0% | $2,588-59.0% |
| Participant deferral / active EE | $2,335 | $2,917-19.9% | $5,680-58.9% | $4,289-45.5% |
| Admin fee / account holder | $237 | $1,261-81.2% | $13,210-98.2% | $1,587-85.1% |