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 15 · EIN 13-3689044 | Recordkeeping | $18,188 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 10 · EIN 13-4238973 | Accounting | $6,524 |
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 | $56,087 | $45,825+22.4% | $90,645-38.1% | $56,287-0.4% |
| Participation rate | 91.6% | 66.7%+24.9pp | 74.0%+17.6pp | 69.9%+21.8pp |
| Annual return | -3.88% | 38.64%-42.5pp | 1.88%-5.8pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,318 | $1,372-3.9% | $2,532-47.9% | $2,111-37.6% |
| Participant deferral / active EE | $4,269 | $2,562+66.6% | $3,425+24.7% | $3,350+27.4% |
| Admin fee / account holder | $133 | $413-67.8% | $4,994-97.3% | $521-74.5% |