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 LLC7 years Service code 26 628 GREEN VALLEY ROAD · GREENSBORO, NC 274087730 | Advisory (Participants) | $26,820 |
NWPS4 years Service code 37 · EIN 91-2090931 300 E. JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $19,300 |
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 | $75,856 | $93,571-18.9% | $135,903-44.2% | $75,163+0.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 16.89% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,644 | $3,537-25.2% | $4,856-45.6% | $2,670-1.0% |
| Participant deferral / active EE | $5,394 | $6,404-15.8% | $7,758-30.5% | $4,125+30.8% |
| Admin fee / account holder | $475 | $6,975-93.2% | $10,762-95.6% | $5,651-91.6% |