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 | $9,500 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 14 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $8,601 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,881 | $152,587+90.6% | $125,175+132.4% | $152,861+90.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -19.81% | 54.84%-74.6pp | 43.79%-63.6pp | 345.32%-365.1pp |
| Employer contribution / active EE | $14,930 | $4,946+201.8% | $3,865+286.2% | $4,762+213.5% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $7,418 | $13,434-44.8% | $9,702-23.5% | $11,596-36.0% |