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 |
|---|---|---|
DAVENPORT & COMPANY LLC3 years Service code 26 628 GREEN VALLEY ROAD · GREENSBORO, NC 274087730 | Advisory (Participants) | $16,920 |
CDM RETIREMENT CONSULTANTS, INC.5+ years Service code 37 · EIN 52-2136664 300 E. JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $14,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,703 | $89,652-41.2% | $141,162-62.7% | $65,185-19.1% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.5%-32.5pp | 70.2%-20.2pp |
| Annual return | 22.29% | 32.79%-10.5pp | 71.39%-49.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $1,523 | $3,065-50.3% | $4,735-67.8% | $2,177-30.0% |
| Participant deferral / active EE | $3,728 | $5,691-34.5% | $6,709-44.4% | $3,514+6.1% |
| Admin fee / account holder | $291 | $569-48.8% | $10,261-97.2% | $847-65.7% |