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: D.A. DAVIDSON & CO Service code 26 · EIN 81-0139474 8 3RD STREET · GREAT FALLS, MT 59405 | Advisory (Participants) | $11,195 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $470 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,033 | $87,870-31.7% | $113,168-47.0% | $74,304-19.2% |
| Participation rate | 76.5% | 70.7%+5.8pp | 76.6%0pp | 60.3%+16.2pp |
| Annual return | 16.16% | 26.44%-10.3pp | 24.27%-8.1pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,482 | $2,277-34.9% | $2,975-50.2% | $2,241-33.9% |
| Participant deferral / active EE | $3,285 | $4,241-22.5% | $5,107-35.7% | $3,767-12.8% |
| Admin fee / account holder | $303 | $3,368-91.0% | $12,068-97.5% | $2,969-89.8% |