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 LLC9+ years Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $29,190 |
NWPS4 years Service code 15 · EIN 91-2090931 | Recordkeeping | $20,487 |
Service code 10 · EIN 56-0593053 | Accounting | $9,850 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,115 | $79,944-4.8% | $98,439-22.7% | $75,163+1.3% |
| Participation rate | 81.5% | 70.4%+11.1pp | 75.2%+6.3pp | 67.2%+14.3pp |
| Annual return | 17.39% | 19.75%-2.4pp | 21.16%-3.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,379 | $2,264-39.1% | $3,048-54.8% | $2,670-48.4% |
| Participant deferral / active EE | $3,970 | $3,752+5.8% | $4,738-16.2% | $4,125-3.8% |
| Admin fee / account holder | $509 | $6,840-92.6% | $8,948-94.3% | $5,651-91.0% |