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 LLC3+ years Service code 26 628 GREEN VALLEY ROAD SUITE 410 · GREENSBORO, NC 27408 | Advisory (Participants) | $10,000 |
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 | $560,880 | $80,753+594.6% | $136,294+311.5% | $62,292+800.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.96% | 35.83%-17.9pp | 5155.94%-5138.0pp | 28.90%-10.9pp |
| Employer contribution / active EE | $9,226 | $2,884+219.9% | $4,695+96.5% | $2,042+351.8% |
| Participant deferral / active EE | $8,915 | $5,164+72.6% | $6,247+42.7% | $3,169+181.3% |
| Admin fee / account holder | $367 | $525-30.1% | $9,243-96.0% | $479-23.4% |