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 | $750 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $400 |
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 | $285,715 | $73,638+288.0% | $95,952+197.8% | $73,488+288.8% |
| Participation rate | 96.8% | 76.2%+20.6pp | 77.1%+19.7pp | 70.7%+26.1pp |
| Annual return | 28.31% | 16.78%+11.5pp | 91.61%-63.3pp | 28.51%-0.2pp |
| Employer contribution / active EE | $3,020 | $1,863+62.1% | $2,541+18.8% | $2,270+33.0% |
| Participant deferral / active EE | $4,323 | $3,617+19.5% | $4,167+3.7% | $3,740+15.6% |
| Admin fee / account holder | $8 | $482-98.4% | $6,795-99.9% | $513-98.5% |