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 Service code 15 · EIN 13-4238973 154 HANSEN RD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $15,386 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,808 | $84,487-52.9% | $125,339-68.2% | $66,914-40.5% |
| Participation rate | 99.4% | 76.4%+22.9pp | 82.4%+17.0pp | 69.8%+29.6pp |
| Annual return | 9.44% | -8.39%+17.8pp | 572.05%-562.6pp | 1.58%+7.9pp |
| Employer contribution / active EE | $3,455 | $3,553-2.7% | $4,814-28.2% | $2,544+35.8% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $95 | $685-86.1% | $10,010-99.0% | $593-84.0% |