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 LLC4+ years Service code 26 628 GREEN VALLEY ROAD SUITE 410 · GREENSBORO, NC 27408 | Advisory (Participants) | $50,000 |
Filed as: MASSMUTUAL Service code 13 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Contract Administrator | $20,170 |
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 | $507,509 | $73,102+594.2% | $123,544+310.8% | $56,287+801.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -3.03% | 3.01%-6.0pp | 119.20%-122.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $10,845 | $2,977+264.3% | $4,628+134.3% | $2,111+413.7% |
| Participant deferral / active EE | $10,746 | $5,423+98.2% | $6,426+67.2% | $3,350+220.8% |
| Admin fee / account holder | $362 | $554-34.7% | $9,284-96.1% | $521-30.6% |