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 LLC7+ years Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $31,792 |
NWPS2 years Service code 15 · EIN 91-2090931 | Recordkeeping | $21,658 |
Service code 10 · EIN 56-0593053 | Accounting | $8,950 |
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 | $70,012 | $79,428-11.9% | $106,548-34.3% | $79,386-11.8% |
| Participation rate | 87.1% | 74.1%+12.9pp | 76.1%+10.9pp | 70.7%+16.4pp |
| Annual return | 18.53% | 18.27%+0.3pp | 26.80%-8.3pp | 116.85%-98.3pp |
| Employer contribution / active EE | $1,434 | $2,234-35.8% | $2,819-49.1% | $2,427-40.9% |
| Participant deferral / active EE | $4,529 | $3,823+18.5% | $4,398+3.0% | $4,046+12.0% |
| Admin fee / account holder | $403 | $523-23.0% | $7,407-94.6% | $626-35.7% |