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 LLC5 years Service code 26 628 GREEN VALLEY ROAD · GREENSBORO, NC 274087730 | Advisory (Participants) | $18,180 |
NWPS2 years Service code 37 · EIN 91-2090931 300 E. JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $16,073 |
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 | $68,031 | $105,181-35.3% | $159,436-57.3% | $85,850-20.8% |
| Participation rate | 70.4% | 75.8%-5.4pp | 82.8%-12.4pp | 69.3%+1.1pp |
| Annual return | 15.66% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,102 | $3,318-36.6% | $4,829-56.5% | $2,565-18.0% |
| Participant deferral / active EE | $5,149 | $5,945-13.4% | $7,352-30.0% | $3,952+30.3% |
| Admin fee / account holder | $320 | $6,933-95.4% | $10,799-97.0% | $6,260-94.9% |