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 |
|---|---|---|
NATIONWIDE1 year Service code 22 · EIN 31-4156830 | Insurance Broker | $25,550 |
Service code 28 · EIN 59-3331424 3030 N ROCKY POINT DR. STE 700 · TAMPA, FL 33607 | Investment Management | $14,959 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 14 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,111 | $148,978+57.1% | $200,582+16.7% | $84,808+176.0% |
| Participation rate | 98.3% | 84.2%+14.1pp | 86.9%+11.4pp | 68.3%+30.0pp |
| Annual return | 11.17% | 28.16%-17.0pp | 42.33%-31.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $5,037 | $4,815+4.6% | $6,419-21.5% | $2,631+91.5% |
| Participant deferral / active EE | $7,305 | $7,142+2.3% | $9,331-21.7% | $4,212+73.5% |
| Admin fee / account holder | $26,420 | $13,977+89.0% | $16,305+62.0% | $7,344+259.8% |