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 | $29,663 |
DAVENPORT & COMPANY LLC2 years Filed as: DAVENPORT AND COMPANY LLC Service code 99 · EIN 54-1835842 | Other Fees | $20,386 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,341 | $69,848-15.0% | $115,756-48.7% | $66,914-11.3% |
| Participation rate | 91.4% | 70.6%+20.8pp | 77.1%+14.3pp | 69.8%+21.6pp |
| Annual return | -14.40% | 969.66%-984.1pp | 143.14%-157.5pp | 1.58%-16.0pp |
| Employer contribution / active EE | $790 | $2,613-69.8% | $3,793-79.2% | $2,544-69.0% |
| Participant deferral / active EE | $3,926 | $4,274-8.1% | $6,254-37.2% | $4,237-7.3% |
| Admin fee / account holder | $221 | $337-34.3% | $8,124-97.3% | $593-62.7% |