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 | $16,203 |
Employer contribution per participant 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 | $8,997 | $46,292-80.6% | $143,757-93.7% | $64,808-86.1% |
| Participation rate | 98.0% | 64.2%+33.7pp | 80.3%+17.7pp | 71.5%+26.5pp |
| Annual return | -8.71% | -10.05%+1.3pp | -0.04%-8.7pp | 32.82%-41.5pp |
| Employer contribution / active EE | $226 | $1,910-88.2% | $4,951-95.4% | $2,506-91.0% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $14 | $154-90.6% | $14,673-99.9% | $188-92.3% |