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 LLC8+ years Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $30,726 |
NWPS3 years Service code 15 · EIN 91-2090931 | Recordkeeping | $23,290 |
Service code 10 · EIN 56-0593053 | Accounting | $9,200 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,962 | $73,004-13.8% | $90,749-30.6% | $68,494-8.1% |
| Participation rate | 83.2% | 70.8%+12.3pp | 75.7%+7.5pp | 67.9%+15.3pp |
| Annual return | -18.95% | -13.81%-5.1pp | -12.16%-6.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,511 | $2,193-31.1% | $2,921-48.3% | $2,596-41.8% |
| Participant deferral / active EE | $4,758 | $3,627+31.2% | $4,564+4.2% | $4,027+18.1% |
| Admin fee / account holder | $455 | $5,896-92.3% | $8,445-94.6% | $5,403-91.6% |