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 | $65,246+14.2% | $98,716-24.5% | $67,986+9.6% |
| Participation rate | 73.6% | 51.4%+22.2pp | 69.3%+4.3pp | 57.2%+16.4pp |
| Annual return | 16.85% | 20.58%-3.7pp | 31.81%-15.0pp | 31.67%-14.8pp |
| Employer contribution / active EE | $1,612 | $1,042+54.7% | $2,279-29.2% | $2,019-20.1% |
| Participant deferral / active EE | $5,607 | $2,594+116.1% | $4,048+38.5% | $3,358+67.0% |
| Admin fee / account holder | $334 | $4,561-92.7% | $8,703-96.2% | $3,203-89.6% |