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 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $28,052 |
JOANN MARINO3 years Service code 25 1706 LYNBROOKE DRIVE · YARDLEY, PA 19067 | Directed Trustee | $25,000 |
KATZ, SAPPER & MILLER5+ years Service code 10 · EIN 35-1090346 | Accounting | $11,250 |
PRAIRIE CAPITAL ADVISORS5+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $9,166 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,645 | $73,404-88.2% | $87,100-90.1% | $67,579-87.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | -25.38% | 48.29%-73.7pp | 28.19%-53.6pp | 378.56%-403.9pp |
| Employer contribution / active EE | $834 | $2,014-58.6% | $2,521-66.9% | $2,148-61.2% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $181 | $142+28.1% | $7,497-97.6% | $142+27.5% |