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 | $52,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,419 | $176,491-31.2% | $95,952+26.5% | $90,288+34.5% |
| Participation rate | 88.5% | 86.6%+2.0pp | 77.1%+11.5pp | 73.4%+15.2pp |
| Annual return | 39.13% | 20.14%+19.0pp | 91.61%-52.5pp | 53.97%-14.8pp |
| Employer contribution / active EE | $2,895 | $2,789+3.8% | $2,541+14.0% | $2,524+14.7% |
| Participant deferral / active EE | $0 | $5,340-100.0% | $4,167-100.0% | $4,232-100.0% |
| Admin fee / account holder | $39 | $154-74.4% | $6,795-99.4% | $114-65.4% |