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 |
|---|---|---|
SAXTON & STUMP LLC3 years Service code 29 · EIN 47-3639234 280 GRANITE RUN DR · LANCASTER, PA 17601 | Legal | $18,900 |
Service code 64 · EIN 13-4238973 154 HANSEN RD # 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $11,926 |
SHAREHOLDER STRATEGIES, INC.3 years Service code 28 · EIN 54-1703011 306 EAST JEFFERSON ST · CHARLOTTESVILLE, VA 22901 | Investment Management | $7,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,780 | $76,670-29.9% | $96,683-44.4% | $71,457-24.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 31.37% | 48.29%-16.9pp | 35.69%-4.3pp | 28.85%+2.5pp |
| Employer contribution / active EE | $2,526 | $3,031-16.7% | $3,737-32.4% | $2,588-2.4% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $223 | $2,028-89.0% | $6,730-96.7% | $1,587-85.9% |