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 & CO2+ years Filed as: D.A. DAVIDSON & CO Service code 26 · EIN 81-0139474 1300 SW 5TH AVENUE SUITE 1950 · PORTLAND, OR 97201 | Advisory (Participants) | $3,936 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $2,275 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,801 | $64,909-60.3% | $82,313-68.7% | $62,292-58.6% |
| Participation rate | 77.6% | 74.9%+2.8pp | 76.9%+0.7pp | 69.5%+8.1pp |
| Annual return | 14.27% | 21.18%-6.9pp | 25.88%-11.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $914 | $1,676-45.4% | $2,428-62.3% | $2,042-55.2% |
| Participant deferral / active EE | $1,912 | $3,103-38.4% | $3,706-48.4% | $3,169-39.7% |
| Admin fee / account holder | $52 | $440-88.1% | $5,608-99.1% | $479-89.1% |