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 | $26,189 |
TUCKER & MELTZER3 years Service code 34 816 QUEENS PARK DR · OWINGS MILLS, MD 21117 | Valuation (appraisals, etc.) | $11,500 |
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 | $15,785 | $43,133-63.4% | $89,391-82.3% | $73,488-78.5% |
| Participation rate | 99.5% | 55.0%+44.6pp | 68.0%+31.5pp | 70.7%+28.8pp |
| Annual return | 0.08% | 135.66%-135.6pp | 245.62%-245.5pp | 28.51%-28.4pp |
| Employer contribution / active EE | $10,270 | $1,438+614.2% | $2,586+297.2% | $2,270+352.4% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $101 | $444-77.1% | $4,881-97.9% | $513-80.2% |