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 |
|---|---|---|
Service code 64 · EIN 13-4238973 154 HANSEN RD # 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $13,183 |
SAXTON & STUMP LLC2 years Service code 29 · EIN 47-3639234 280 GRANITE RUN DR · LANCASTER, PA 17601 | Legal | $5,568 |
SHAREHOLDER STRATEGIES, INC.2 years Service code 28 · EIN 54-1703011 306 EAST JEFFERSON ST · CHARLOTTESVILLE, VA 22901 | Investment Management | $900 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,790 | $64,119-31.7% | $112,228-61.0% | $66,914-34.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 7.30% | -13.81%+21.1pp | 27.45%-20.1pp | 1.58%+5.7pp |
| Employer contribution / active EE | $2,514 | $3,005-16.3% | $3,635-30.8% | $2,544-1.2% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $226 | $625-63.9% | $6,410-96.5% | $593-62.0% |