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 | $38,088 |
JOANN MARINO4 years Service code 25 1706 LYNBROOKE DRIVE · YARDLEY, PA 19067 | Directed Trustee | $26,300 |
PRAIRIE CAPITAL ADVISORS6+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $14,300 |
KATZ, SAPPER & MILLER6+ years Service code 10 · EIN 35-1090346 | Accounting | $11,500 |
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 | $10,719 | $79,519-86.5% | $95,952-88.8% | $73,409-85.4% |
| Participation rate | 95.4% | 81.2%+14.2pp | 77.1%+18.3pp | 72.2%+23.2pp |
| Annual return | 22.22% | 19.20%+3.0pp | 91.61%-69.4pp | 59.29%-37.1pp |
| Employer contribution / active EE | $1,056 | $2,048-48.4% | $2,541-58.4% | $2,234-52.7% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $220 | $184+19.3% | $6,795-96.8% | $158+39.3% |