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 & CO1 year Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $25,349 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,277 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $10,498 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,229 | $91,372-50.5% | $129,995-65.2% | $74,419-39.2% |
| Participation rate | 96.6% | 77.8%+18.8pp | 78.5%+18.1pp | 70.7%+25.9pp |
| Annual return | 16.18% | 23.21%-7.0pp | -137.18%+153.4pp | 34.38%-18.2pp |
| Employer contribution / active EE | $797 | $2,563-68.9% | $4,320-81.6% | $2,637-69.8% |
| Participant deferral / active EE | $5,185 | $4,721+9.8% | $5,820-10.9% | $4,528+14.5% |
| Admin fee / account holder | $140 | $283-50.8% | $10,614-98.7% | $348-59.9% |