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 LLC6 years Service code 26 628 GREEN VALLEY ROAD · GREENSBORO, NC 274087730 | Advisory (Participants) | $17,657 |
NWPS3 years Service code 37 · EIN 91-2090931 300 E. JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $14,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,337 | $82,664-25.8% | $125,339-51.1% | $68,494-10.4% |
| Participation rate | 65.8% | 75.0%-9.3pp | 82.4%-16.6pp | 67.9%-2.1pp |
| Annual return | -15.22% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,455 | $3,381-27.4% | $4,814-49.0% | $2,596-5.4% |
| Participant deferral / active EE | $5,608 | $6,110-8.2% | $7,446-24.7% | $4,027+39.3% |
| Admin fee / account holder | $307 | $6,275-95.1% | $10,010-96.9% | $5,403-94.3% |