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 6-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 |
|---|---|---|
Filed as: TRANSITION FINANCE SRATEGIES LLC Service code 64 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $19,412 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,798 | $91,407-86.0% | $135,903-90.6% | $71,457-82.1% |
| Participation rate | 98.7% | 75.7%+23.0pp | 81.9%+16.8pp | 67.9%+30.7pp |
| Annual return | 25.11% | 29.90%-4.8pp | 68.23%-43.1pp | 28.85%-3.7pp |
| Employer contribution / active EE | $2,450 | $3,703-33.9% | $4,856-49.6% | $2,588-5.3% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $101 | $1,266-92.0% | $10,762-99.1% | $1,587-93.6% |