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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $101,955 |
DAVENPORT & COMPANY LLC4 years Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $55,229 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,292 | $66,457-3.3% | $81,382-21.0% | $77,643-17.2% |
| Participation rate | 93.5% | 68.7%+24.7pp | 69.5%+24.0pp | 70.6%+22.9pp |
| Annual return | 15.38% | 15.93%-0.5pp | 24.73%-9.3pp | 31.24%-15.9pp |
| Employer contribution / active EE | $1,485 | $2,159-31.2% | $2,463-39.7% | $2,726-45.5% |
| Participant deferral / active EE | $3,498 | $3,679-4.9% | $3,883-9.9% | $4,647-24.7% |
| Admin fee / account holder | $268 | $583-54.0% | $5,768-95.4% | $430-37.8% |