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 28 · EIN 59-3331424 3030 N ROCKY POINT DR STE 700 · TAMPA, FL 33607 | Investment Management | $18,915 |
NATIONWIDE1 year Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $18,329 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $931,892 | $148,978+525.5% | $200,582+364.6% | $84,808+998.8% |
| Participation rate | 98.1% | 84.2%+13.9pp | 86.9%+11.2pp | 68.3%+29.8pp |
| Annual return | 17.69% | 28.16%-10.5pp | 42.33%-24.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $17,214 | $4,815+257.5% | $6,419+168.2% | $2,631+554.3% |
| Participant deferral / active EE | $4,204 | $7,142-41.1% | $9,331-54.9% | $4,212-0.2% |
| Admin fee / account holder | $59,100 | $13,977+322.8% | $16,305+262.5% | $7,344+704.8% |