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 LLC4+ years Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $28,988 |
CDM RETIREMENT CONSULTANTS, INC.4+ years Service code 15 · EIN 52-2136664 | Recordkeeping | $20,679 |
Service code 10 · EIN 56-0593053 | Accounting | $8,545 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,073 | $58,083-10.3% | $80,019-34.9% | $56,287-7.5% |
| Participation rate | 83.5% | 73.6%+9.9pp | 75.8%+7.6pp | 69.9%+13.6pp |
| Annual return | -7.96% | 34.61%-42.6pp | 11.22%-19.2pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,148 | $1,932-40.6% | $2,468-53.5% | $2,111-45.6% |
| Participant deferral / active EE | $3,830 | $3,135+22.2% | $3,686+3.9% | $3,350+14.3% |
| Admin fee / account holder | $379 | $623-39.2% | $6,521-94.2% | $521-27.3% |