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 | $30,023 |
TUCKER & MELTZER2 years Service code 34 816 QUEENS PARK DR · OWINGS MILLS, MD 21117 | Valuation (appraisals, etc.) | $10,012 |
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 | $12,617 | $38,365-67.1% | $84,611-85.1% | $65,185-80.6% |
| Participation rate | 99.5% | 55.7%+43.8pp | 68.2%+31.2pp | 70.2%+29.3pp |
| Annual return | -26.84% | 32.00%-58.8pp | 258.74%-285.6pp | 29.38%-56.2pp |
| Employer contribution / active EE | $6,925 | $1,258+450.2% | $2,652+161.1% | $2,177+218.1% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,899-100.0% | $3,514-100.0% |
| Admin fee / account holder | $127 | $451-71.8% | $4,912-97.4% | $847-85.0% |