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: TRANSITION FINANCE STRATEGIES LLC D Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $2,900 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,456 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $483,021 | $87,870+449.7% | $113,168+326.8% | $74,304+550.1% |
| Participation rate | 95.8% | 70.7%+25.0pp | 76.6%+19.2pp | 60.3%+35.4pp |
| Annual return | 19.55% | 26.44%-6.9pp | 24.27%-4.7pp | 29.43%-9.9pp |
| Employer contribution / active EE | $3,819 | $2,277+67.7% | $2,975+28.4% | $2,241+70.4% |
| Participant deferral / active EE | $9,134 | $4,241+115.4% | $5,107+78.9% | $3,767+142.5% |
| Admin fee / account holder | $27 | $3,368-99.2% | $12,068-99.8% | $2,969-99.1% |