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 |
|---|---|---|
Filed as: LOWE BROCKENBROUGH & COMPANY Service code 26 1802 BAYBERRY COURT · RICHMOND, VA 232263767 | Advisory (Participants) | $13,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,717 | $155,795-76.4% | $136,294-73.1% | $69,631-47.3% |
| Participation rate | 52.8% | 75.2%-22.4pp | 81.9%-29.1pp | 70.7%-17.9pp |
| Annual return | 73.01% | 232464.33%-232391.3pp | 5155.94%-5082.9pp | 27571.02%-27498.0pp |
| Employer contribution / active EE | $22 | $2,991-99.3% | $4,695-99.5% | $2,032-98.9% |
| Participant deferral / active EE | $6,597 | $5,394+22.3% | $6,247+5.6% | $3,224+104.6% |
| Admin fee / account holder | $93 | $128-27.4% | $9,243-99.0% | $110-15.6% |