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 LLC1 year Service code 15 · EIN 54-1835842 | Recordkeeping | $46,215 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,248 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,462 | $58,264-20.3% | $86,612-46.4% | $71,457-35.0% |
| Participation rate | 84.9% | 65.0%+19.9pp | 71.7%+13.2pp | 67.9%+17.0pp |
| Annual return | 18.90% | 21.63%-2.7pp | 591.07%-572.2pp | 28.85%-9.9pp |
| Employer contribution / active EE | $2,240 | $2,574-13.0% | $3,022-25.9% | $2,588-13.4% |
| Participant deferral / active EE | $4,302 | $3,436+25.2% | $4,438-3.1% | $4,289+0.3% |
| Admin fee / account holder | $195 | $1,057-81.6% | $5,614-96.5% | $1,587-87.7% |