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 14 · EIN 13-4238973 | Plan Administrator | $125,589 |
EPSTEIN5 years Service code 34 · EIN 36-3480343 | Valuation (appraisals, etc.) | $4,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,537 | $128,899-27.4% | $113,168-17.3% | $102,872-9.1% |
| Participation rate | 48.6% | 87.0%-38.4pp | 76.6%-28.0pp | 73.0%-24.4pp |
| Annual return | -8.80% | 15.88%-24.7pp | 24.27%-33.1pp | 19.06%-27.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $2,975-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $0 | $6,787-100.0% | $5,107-100.0% | $5,535-100.0% |
| Admin fee / account holder | $114 | $129-12.3% | $12,068-99.1% | $292-61.2% |