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 LLC2+ years Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $26,898 |
CDM RETIREMENT CONSULTANTS, INC.2+ years Service code 15 · EIN 52-2136664 | Recordkeeping | $24,147 |
Service code 10 · EIN 56-0593053 | Accounting | $7,964 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,171 | $56,629-11.4% | $77,999-35.7% | $55,167-9.1% |
| Participation rate | 89.6% | 73.3%+16.3pp | 75.5%+14.1pp | 69.0%+20.6pp |
| Annual return | 8.25% | 2866.98%-2858.7pp | 425.96%-417.7pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,029 | $1,723-40.3% | $2,470-58.4% | $1,963-47.6% |
| Participant deferral / active EE | $3,495 | $2,777+25.9% | $3,4970% | $3,054+14.4% |
| Admin fee / account holder | $363 | $467-22.2% | $5,480-93.4% | $504-28.0% |