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 & COMPANY Service code 27 8 THIRD STREET NORTH · GREAT FALLS, MT 59403 | Advisory (Plan) | $50,000 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,040 |
HBME LLC1 year Filed as: HBME, LLC Service code 10 559 WEST 500 S. · BOUNTIFUL, UT 84010 | Accounting | $8,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,859 | $49,915+448.6% | $154,803+76.9% | $74,304+268.6% |
| Participation rate | 98.4% | 54.0%+44.5pp | 78.1%+20.4pp | 60.3%+38.1pp |
| Annual return | 16.37% | 34.06%-17.7pp | 58.88%-42.5pp | 29.43%-13.1pp |
| Employer contribution / active EE | $10,517 | $1,611+552.7% | $4,305+144.3% | $2,241+369.3% |
| Participant deferral / active EE | $6,690 | $2,255+196.7% | $5,540+20.8% | $3,767+77.6% |
| Admin fee / account holder | $264 | $2,189-87.9% | $14,329-98.2% | $2,969-91.1% |