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: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD. STE. 102 · CHARLOTTESVILLE, NJ 229118839 | Contract Administrator | $1,250 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $633 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,056 | $65,376+290.1% | $87,100+192.8% | $65,185+291.3% |
| Participation rate | 93.1% | 75.3%+17.8pp | 76.9%+16.3pp | 70.2%+22.9pp |
| Annual return | 12.95% | 31.27%-18.3pp | 28.19%-15.2pp | 29.38%-16.4pp |
| Employer contribution / active EE | $3,634 | $1,822+99.4% | $2,521+44.1% | $2,177+67.0% |
| Participant deferral / active EE | $5,306 | $3,388+56.6% | $4,049+31.1% | $3,514+51.0% |
| Admin fee / account holder | $13 | $520-97.5% | $7,497-99.8% | $847-98.5% |