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 Service code 14 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $25,923 |
TUCKER & MELTZER1 year Service code 34 816 QUEENS PARK DR · OWINGS MILLS, MD 21117 | Valuation (appraisals, etc.) | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,763 | $33,067-49.3% | $76,523-78.1% | $56,287-70.2% |
| Participation rate | 99.0% | 55.4%+43.6pp | 68.0%+31.0pp | 69.9%+29.2pp |
| Annual return | -10.59% | 2.72%-13.3pp | -0.27%-10.3pp | -9.96%-0.6pp |
| Employer contribution / active EE | $9,612 | $1,200+700.8% | $2,647+263.1% | $2,111+355.3% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $147 | $537-72.7% | $4,848-97.0% | $521-71.9% |