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 LLC5+ years Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $28,554 |
CDM RETIREMENT CONSULTANTS, INC.5+ years Service code 15 · EIN 52-2136664 | Recordkeeping | $20,704 |
Service code 10 · EIN 56-0593053 | Accounting | $8,794 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,993 | $66,310-17.1% | $93,606-41.3% | $65,185-15.6% |
| Participation rate | 86.3% | 74.0%+12.3pp | 75.8%+10.4pp | 70.2%+16.1pp |
| Annual return | 23.44% | 42.58%-19.1pp | 32.76%-9.3pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1,228 | $2,012-39.0% | $2,718-54.8% | $2,177-43.6% |
| Participant deferral / active EE | $3,895 | $3,342+16.6% | $4,069-4.3% | $3,514+10.9% |
| Admin fee / account holder | $364 | $6,897-94.7% | $7,888-95.4% | $847-57.1% |