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 STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $6,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,425 | $50,956+150.1% | $96,562+32.0% | $86,799+46.8% |
| Participation rate | 93.1% | 65.2%+27.9pp | 69.8%+23.3pp | 72.3%+20.8pp |
| Annual return | 16.41% | 21.27%-4.9pp | 37.78%-21.4pp | 97.91%-81.5pp |
| Employer contribution / active EE | $7,668 | $1,111+590.3% | $2,356+225.4% | $2,405+218.8% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $8 | $166-95.1% | $6,181-99.9% | $170-95.2% |