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 LLC4 years Service code 26 628 GREEN VALLEY ROAD · GREENSBORO, NC 274087730 | Advisory (Participants) | $16,129 |
NWPS1 year Service code 37 · EIN 91-2090931 300 E. JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $13,668 |
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 | $61,518 | $98,750-37.7% | $149,696-58.9% | $79,858-23.0% |
| Participation rate | 76.3% | 75.8%+0.5pp | 82.5%-6.2pp | 69.6%+6.6pp |
| Annual return | 13.76% | 27.43%-13.7pp | 276.60%-262.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,763 | $3,216-14.1% | $4,644-40.5% | $2,471+11.8% |
| Participant deferral / active EE | $6,337 | $5,680+11.6% | $6,842-7.4% | $3,740+69.4% |
| Admin fee / account holder | $276 | $6,053-95.4% | $9,309-97.0% | $5,306-94.8% |