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 |
|---|---|---|
Service code 64 · EIN 13-4238973 154 HANSEN RD, STE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $8,345 |
BCC ADVISORS2 years Service code 34 1707 HIGH STREET · DES MOINES, IA 50309 | Valuation (appraisals, etc.) | $4,400 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,625 | $148,978+74.3% | $200,582+29.4% | $84,808+206.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 9.39% | 28.16%-18.8pp | 42.33%-32.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $5,128 | $4,815+6.5% | $6,419-20.1% | $2,631+94.9% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,678 | $13,977-52.2% | $16,305-59.0% | $7,344-9.1% |