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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,794 |
DAVENPORT & COMPANY LLC11+ years Filed as: DAVENPORT AND COMPANY LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $29,637 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,518 | $66,098+12.7% | $101,794-26.8% | $74,304+0.3% |
| Participation rate | 73.6% | 53.8%+19.9pp | 69.2%+4.4pp | 60.3%+13.3pp |
| Annual return | 16.85% | 19.59%-2.7pp | 30.53%-13.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,612 | $1,082+49.1% | $2,289-29.6% | $2,241-28.1% |
| Participant deferral / active EE | $5,607 | $2,781+101.6% | $4,084+37.3% | $3,767+48.8% |
| Admin fee / account holder | $334 | $4,146-91.9% | $8,777-96.2% | $2,969-88.8% |