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 LLC3+ years Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $27,870 |
CDM RETIREMENT CONSULTANTS, INC.3+ years Service code 15 · EIN 52-2136664 | Recordkeeping | $21,183 |
Service code 10 · EIN 56-0593053 | Accounting | $8,445 |
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 | $51,484 | $63,299-18.7% | $91,001-43.4% | $62,292-17.4% |
| Participation rate | 89.4% | 73.3%+16.1pp | 75.6%+13.8pp | 69.5%+19.9pp |
| Annual return | 17.18% | 20.99%-3.8pp | 4.60%+12.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,092 | $1,807-39.5% | $2,456-55.5% | $2,042-46.5% |
| Participant deferral / active EE | $3,793 | $2,943+28.9% | $3,547+6.9% | $3,169+19.7% |
| Admin fee / account holder | $358 | $468-23.4% | $5,417-93.4% | $479-25.3% |