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 Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $27,522 |
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,205 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,914 | $46,292-46.2% | $143,757-82.7% | $64,808-61.6% |
| Participation rate | 51.8% | 64.2%-12.4pp | 80.3%-28.5pp | 71.5%-19.7pp |
| Annual return | -18.00% | -10.05%-8.0pp | -0.04%-18.0pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,425 | $1,910-25.4% | $4,951-71.2% | $2,506-43.1% |
| Participant deferral / active EE | $2,127 | $2,646-19.6% | $5,637-62.3% | $4,310-50.7% |
| Admin fee / account holder | $151 | $154-2.0% | $14,673-99.0% | $188-19.7% |