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 & CO10+ years Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $37,261 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,748 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,980 | $79,171+11.1% | $102,423-14.1% | $74,495+18.1% |
| Participation rate | 72.9% | 74.8%-1.9pp | 76.5%-3.6pp | 67.2%+5.7pp |
| Annual return | 19.24% | 54.93%-35.7pp | 29.32%-10.1pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $1,131 | $2,362-52.1% | $3,023-62.6% | $2,623-56.9% |
| Participant deferral / active EE | $4,135 | $4,415-6.4% | $5,053-18.2% | $4,346-4.9% |
| Admin fee / account holder | $382 | $2,001-80.9% | $9,451-96.0% | $1,942-80.3% |