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 Filed as: D.A. DAVIDSON & CO. Service code 15 · EIN 81-0139474 | Recordkeeping | $34,426 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,768 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $50,869 | $49,915+1.9% | $154,803-67.1% | $74,304-31.5% |
| Participation rate | 91.8% | 54.0%+37.9pp | 78.1%+13.8pp | 60.3%+31.5pp |
| Annual return | 19.09% | 34.06%-15.0pp | 58.88%-39.8pp | 29.43%-10.3pp |
| Employer contribution / active EE | $4,685 | $1,611+190.8% | $4,305+8.8% | $2,241+109.1% |
| Participant deferral / active EE | $4,418 | $2,255+95.9% | $5,540-20.3% | $3,767+17.3% |
| Admin fee / account holder | $257 | $2,189-88.2% | $14,329-98.2% | $2,969-91.3% |