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 & CO3 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $61,188 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,698 | $64,119+88.2% | $112,228+7.5% | $66,914+80.4% |
| Participation rate | 83.8% | 68.5%+15.3pp | 75.1%+8.7pp | 69.8%+14.0pp |
| Annual return | -18.90% | -13.81%-5.1pp | 27.45%-46.3pp | 1.58%-20.5pp |
| Employer contribution / active EE | $3,716 | $3,005+23.6% | $3,635+2.2% | $2,544+46.0% |
| Participant deferral / active EE | $11,836 | $3,693+220.5% | $4,728+150.3% | $4,237+179.4% |
| Admin fee / account holder | $336 | $625-46.3% | $6,410-94.8% | $593-43.4% |