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 | $85,515-29.8% | $112,040-46.4% | $67,986-11.7% |
| Participation rate | 76.5% | 68.2%+8.3pp | 76.5%0pp | 57.2%+19.3pp |
| Annual return | 16.16% | 29.68%-13.5pp | 24.52%-8.4pp | 31.67%-15.5pp |
| Employer contribution / active EE | $1,482 | $2,191-32.4% | $2,954-49.8% | $2,019-26.6% |
| Participant deferral / active EE | $3,285 | $4,014-18.2% | $5,098-35.6% | $3,358-2.2% |
| Admin fee / account holder | $303 | $3,774-92.0% | $12,098-97.5% | $3,203-90.5% |