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 & CO1 year Filed as: D A DAVIDSON Service code 51 · EIN 81-0139474 310 N. LAKE · PASADENA, CA 91101 | Investment Mgmt Fees | $51,978 |
CITIZENS TRUST4 years Service code 51 · EIN 95-6806148 PO BOX 3938 · ONTARIO, CA 91761 | Investment Mgmt Fees | $39,605 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 15 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $14,897 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $233,797 | $136,307+71.5% | $177,821+31.5% | $73,488+218.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 32.10% | 18.68%+13.4pp | 48.32%-16.2pp | 28.51%+3.6pp |
| Employer contribution / active EE | $1,308 | $3,712-64.8% | $5,918-77.9% | $2,270-42.4% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $532 | $596-10.7% | $12,427-95.7% | $513+3.6% |