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 & CO4 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $22,928 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,685 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,433 | $47,126-31.2% | $149,673-78.3% | $74,419-56.4% |
| Participation rate | 52.9% | 63.4%-10.5pp | 78.8%-25.9pp | 70.7%-17.8pp |
| Annual return | 13.13% | 22.75%-9.6pp | 134.42%-121.3pp | 34.38%-21.3pp |
| Employer contribution / active EE | $1,715 | $1,905-10.0% | $4,818-64.4% | $2,637-35.0% |
| Participant deferral / active EE | $2,275 | $2,728-16.6% | $5,680-59.9% | $4,528-49.8% |
| Admin fee / account holder | $135 | $343-60.6% | $13,210-99.0% | $348-61.2% |