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+ years Service code 26 628 GREEN VALLEY ROAD SUITE 410 · GREENSBORO, NC 27408 | Advisory (Participants) | $18,846 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $441,119 | $70,002+530.2% | $115,037+283.5% | $52,331+742.9% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 1.08% | 4.04%-3.0pp | 26.14%-25.1pp | 4.54%-3.5pp |
| Employer contribution / active EE | $10,030 | $2,715+269.4% | $4,608+117.7% | $1,882+433.0% |
| Participant deferral / active EE | $9,531 | $4,920+93.7% | $6,026+58.2% | $3,022+215.4% |
| Admin fee / account holder | $348 | $566-38.5% | $8,175-95.7% | $592-41.2% |