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 & CO3 years Service code 55 | Other Commissions | $33,259 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 | Advisory (Plan) | $5,189 |
DA DAVIDSON & CO3 years Filed as: DA DAVIDSO & CO Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,438 | $106,110-50.6% | $147,005-64.3% | $77,671-32.5% |
| Participation rate | 87.6% | 78.4%+9.2pp | 82.2%+5.4pp | 70.6%+17.0pp |
| Annual return | 103.40% | 56.77%+46.6pp | 418.76%-315.4pp | 31.21%+72.2pp |
| Employer contribution / active EE | $2,107 | $4,065-48.2% | $4,934-57.3% | $2,726-22.7% |
| Participant deferral / active EE | $3,801 | $7,992-52.4% | $8,070-52.9% | $4,648-18.2% |
| Admin fee / account holder | $104 | $338-69.1% | $13,006-99.2% | $430-75.8% |