See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DAVENPORT & COMPANY LLC7+ years Service code 27 · EIN 54-1835842 | Advisory (Plan) | $57,982 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,074 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,739 | $93,131-13.3% | $106,548-24.2% | $86,799-7.0% |
| Participation rate | 58.4% | 81.4%-23.0pp | 76.1%-17.7pp | 72.3%-13.8pp |
| Annual return | 14.02% | 19.45%-5.4pp | 26.80%-12.8pp | 97.91%-83.9pp |
| Employer contribution / active EE | $815 | $2,895-71.8% | $2,819-71.1% | $2,405-66.1% |
| Participant deferral / active EE | $2,944 | $4,708-37.5% | $4,398-33.1% | $4,131-28.7% |
| Admin fee / account holder | $174 | $145+20.2% | $7,407-97.6% | $170+2.9% |