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 Service code 22 208 N. BROADWAY · BILLINGS, MT 59101 | Insurance Broker | $38,200 |
ASPIRE FINANCIAL SERVICES8+ years Filed as: ASPIRE FINANICAL Service code 64 12596 W. BAYAUD AVE. SUITE 250 · LAKEWOOD, CO 802282035 | Recordkeeping Fees | $20,556 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $4,878 |
PROFESSIONAL BENEFIT SERVICES8+ years Service code 37 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Loan Processing | $3,060 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY, Service code 60 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 587025050 | Sub-TA Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,586 | $65,061-83.7% | $143,757-92.6% | $66,914-84.2% |
| Participation rate | 77.5% | 65.2%+12.3pp | 80.3%-2.8pp | 69.8%+7.7pp |
| Annual return | -10.69% | -11.14%+0.4pp | -0.04%-10.7pp | 1.58%-12.3pp |
| Employer contribution / active EE | $2,240 | $2,361-5.1% | $4,951-54.8% | $2,544-12.0% |
| Participant deferral / active EE | $1,279 | $2,919-56.2% | $5,637-77.3% | $4,237-69.8% |
| Admin fee / account holder | $112 | $502-77.8% | $14,673-99.2% | $593-81.2% |