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 | $15,633 |
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 | $10,801 | $56,485-80.9% | $185,823-94.2% | $86,799-87.6% |
| Participation rate | 97.5% | 65.5%+32.0pp | 81.7%+15.8pp | 72.3%+25.2pp |
| Annual return | 0.17% | 118.04%-117.9pp | 122.05%-121.9pp | 97.91%-97.7pp |
| Employer contribution / active EE | $449 | $1,843-75.6% | $5,167-91.3% | $2,405-81.3% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $14 | $150-90.8% | $16,237-99.9% | $170-91.9% |