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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.
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| Provider | Service type | Compensation |
|---|---|---|
TRANSITION FINANCE STRATEGIES, LLC11+ years Filed as: TRANSITION FINANCE SERVICES Service code 15 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $38,899 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 301 SW ADAMS ST · PEORIA, IL 61656 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,786 | $131,799+105.5% | $200,582+35.0% | $85,563+216.5% |
| Participation rate | 99.4% | 87.9%+11.5pp | 86.9%+12.5pp | 66.0%+33.4pp |
| Annual return | 14.42% | 21.59%-7.2pp | 42.33%-27.9pp | 31.51%-17.1pp |
| Employer contribution / active EE | $8,218 | $4,532+81.3% | $6,419+28.0% | $2,654+209.7% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $52 | $235-77.8% | $16,305-99.7% | $834-93.7% |