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 8-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 16 · EIN 81-1479887 66 PRIOR FARM ROAD · DUXBERY, MA 02332 | Consulting | $9,250 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 14 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $6,936 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,976 | $135,635+166.1% | $110,238+227.4% | $135,375+166.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 27.08% | 513.19%-486.1pp | 314.74%-287.7pp | 519.73%-492.7pp |
| Employer contribution / active EE | $16,312 | $4,906+232.5% | $3,826+326.3% | $4,779+241.3% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,550 | $11,457+53.2% | $8,547+105.3% | $10,827+62.1% |