See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $37,921 |
DAVENPORT & COMPANY LLC5 years Filed as: DAVENPORT AND COMPANY LLC Service code 99 · EIN 54-1835842 | Other Fees | $22,368 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,087 | $88,581-18.6% | $145,661-50.5% | $74,304-3.0% |
| Participation rate | 86.8% | 64.9%+21.8pp | 77.2%+9.5pp | 60.3%+26.4pp |
| Annual return | 16.32% | 34.30%-18.0pp | 101.46%-85.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $808 | $2,612-69.1% | $4,238-80.9% | $2,241-64.0% |
| Participant deferral / active EE | $4,282 | $4,151+3.2% | $7,198-40.5% | $3,767+13.7% |
| Admin fee / account holder | $233 | $2,953-92.1% | $12,466-98.1% | $2,969-92.2% |