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 LLC8+ years Service code 27 · EIN 54-1835842 | Advisory (Plan) | $53,435 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,219 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,793 | $81,908-19.7% | $90,749-27.5% | $64,808+1.5% |
| Participation rate | 58.1% | 80.5%-22.4pp | 75.7%-17.6pp | 71.5%-13.4pp |
| Annual return | -14.36% | -12.53%-1.8pp | -12.16%-2.2pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,054 | $3,065-65.6% | $2,921-63.9% | $2,506-57.9% |
| Participant deferral / active EE | $3,212 | $4,840-33.6% | $4,564-29.6% | $4,310-25.5% |
| Admin fee / account holder | $179 | $157+13.9% | $8,445-97.9% | $188-4.7% |