See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-4238973 154 HANSEN RD # 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $14,405 |
SAXTON & STUMP LLC4 years Service code 29 · EIN 47-3639234 280 GRANITE RUN DR · LANCASTER, PA 17601 | Legal | $13,808 |
SHAREHOLDER STRATEGIES, INC.4 years Service code 28 306 EAST JEFFERSON ST · CHARLOTTESVILLE, VA 22901 | Investment Management | $4,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,596 | $80,724-1.4% | $103,333-23.0% | $74,495+6.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 47.96% | 27.56%+20.4pp | 24.88%+23.1pp | 1364.94%-1317.0pp |
| Employer contribution / active EE | $6,102 | $3,157+93.3% | $3,868+57.8% | $2,623+132.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $180 | $2,368-92.4% | $8,355-97.8% | $1,942-90.7% |