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 LLC6+ years Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $27,276 |
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $18,486 |
Service code 10 · EIN 56-0593053 | Accounting | $8,855 |
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 | $59,221 | $70,908-16.5% | $98,907-40.1% | $73,488-19.4% |
| Participation rate | 84.7% | 73.8%+11.0pp | 76.0%+8.7pp | 70.7%+14.1pp |
| Annual return | 13.38% | 34.17%-20.8pp | 196.43%-183.0pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,350 | $2,036-33.7% | $2,689-49.8% | $2,270-40.5% |
| Participant deferral / active EE | $3,975 | $3,500+13.6% | $4,244-6.3% | $3,740+6.3% |
| Admin fee / account holder | $344 | $535-35.6% | $6,642-94.8% | $513-32.9% |