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: TRANSISITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $2,683 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 65 6455 IRVINE DRIVE · IRVINE, CA 92618 | Account Maintenance | $988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,906 | $86,929-16.1% | $102,423-28.8% | $80,856-9.8% |
| Participation rate | 89.7% | 72.4%+17.4pp | 76.5%+13.3pp | 67.6%+22.1pp |
| Annual return | 16.39% | 18.88%-2.5pp | 29.32%-12.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $10,806 | $2,369+356.1% | $3,023+257.4% | $2,755+292.3% |
| Participant deferral / active EE | $4,738 | $4,118+15.0% | $5,053-6.2% | $4,296+10.3% |
| Admin fee / account holder | $1 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |