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 & CO8 years Filed as: D.A. DAVIDSON AND CO Service code 99 · EIN 81-0139474 | Other Fees | $26,597 |
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 | $29,100 | $55,415-47.5% | $155,509-81.3% | $74,495-60.9% |
| Participation rate | 42.5% | 61.9%-19.4pp | 78.2%-35.7pp | 67.2%-24.7pp |
| Annual return | 13.14% | 268.50%-255.4pp | 64.67%-51.5pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,277 | $2,267-43.7% | $4,672-72.7% | $2,623-51.3% |
| Participant deferral / active EE | $2,948 | $2,836+4.0% | $5,626-47.6% | $4,346-32.2% |
| Admin fee / account holder | $240 | $1,738-86.2% | $15,912-98.5% | $1,942-87.6% |