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 | $5,000 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 14 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $2,994 |
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 | $606,880 | $176,812+243.2% | $146,665+313.8% | $167,490+262.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 40.97% | 24.03%+16.9pp | 22.74%+18.2pp | 478.56%-437.6pp |
| Employer contribution / active EE | $5,270 | $5,160+2.1% | $4,136+27.4% | $4,837+8.9% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $77,928 | $13,259+487.7% | $10,280+658.1% | $12,309+533.1% |