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 Service code 27 901 E CARY ST 11TH FL · RICHMOND, VA 23219 | Advisory (Plan) | $8,962 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,778 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,467 | $78,483-70.1% | $106,201-77.9% | $74,546-68.5% |
| Participation rate | 97.3% | 72.8%+24.5pp | 75.3%+22.0pp | 67.2%+30.1pp |
| Annual return | 16.18% | 15.94%+0.2pp | 116.26%-100.1pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $624 | $2,522-75.3% | $3,170-80.3% | $2,624-76.2% |
| Participant deferral / active EE | $3,716 | $4,320-14.0% | $5,012-25.9% | $4,347-14.5% |
| Admin fee / account holder | $95 | $2,236-95.7% | $11,039-99.1% | $1,944-95.1% |