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 LLC6+ years Service code 26 628 GREEN VALLEY ROAD SUITE 410 · GREENSBORO, NC 27408 | Advisory (Participants) | $40,000 |
Filed as: MASSMUTUAL Service code 13 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Contract Administrator | $10,649 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $663,752 | $99,957+564.0% | $149,696+343.4% | $73,488+803.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 13.20% | 53.87%-40.7pp | 276.60%-263.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $14,529 | $3,191+355.3% | $4,644+212.8% | $2,270+540.0% |
| Participant deferral / active EE | $11,808 | $6,073+94.5% | $6,842+72.6% | $3,740+215.8% |
| Admin fee / account holder | $250 | $551-54.7% | $9,309-97.3% | $513-51.4% |