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 |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $14,664 |
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 | $11,573 | $52,293-77.9% | $178,490-93.5% | $73,409-84.2% |
| Participation rate | 98.3% | 65.3%+32.9pp | 81.9%+16.3pp | 72.2%+26.1pp |
| Annual return | 0.48% | 34.75%-34.3pp | 151.07%-150.6pp | 59.29%-58.8pp |
| Employer contribution / active EE | $388 | $1,735-77.7% | $5,011-92.3% | $2,234-82.6% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $12 | $127-90.2% | $13,984-99.9% | $158-92.1% |