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 | $31,285 |
DAVENPORT & COMPANY LLC3 years Filed as: DAVENPORT AND COMPANY LLC Service code 99 · EIN 54-1835842 | Other Fees | $21,127 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,925 | $80,138-34.0% | $130,231-59.4% | $71,457-25.9% |
| Participation rate | 89.4% | 71.0%+18.4pp | 76.3%+13.1pp | 67.9%+21.5pp |
| Annual return | 16.52% | 16.81%-0.3pp | 38.77%-22.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $771 | $2,834-72.8% | $4,126-81.3% | $2,588-70.2% |
| Participant deferral / active EE | $3,780 | $4,641-18.6% | $6,799-44.4% | $4,289-11.9% |
| Admin fee / account holder | $186 | $1,035-82.0% | $6,020-96.9% | $1,587-88.3% |