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 | $1,750 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $938 |
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 | $414,115 | $84,936+387.6% | $111,297+272.1% | $79,386+421.6% |
| Participation rate | 95.7% | 75.9%+19.8pp | 77.3%+18.4pp | 70.7%+25.0pp |
| Annual return | 41.03% | 17.45%+23.6pp | 54.65%-13.6pp | 116.85%-75.8pp |
| Employer contribution / active EE | $3,166 | $1,979+59.9% | $2,731+15.9% | $2,427+30.4% |
| Participant deferral / active EE | $5,549 | $3,888+42.7% | $4,487+23.7% | $4,046+37.2% |
| Admin fee / account holder | $19 | $537-96.5% | $7,964-99.8% | $626-97.0% |