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 |
|---|---|---|
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $41,941 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 64 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $23,747 |
SCJ FIDUCIARY SERVICES2 years Service code 21 | Bank Trustee | $15,000 |
TUCKER & MELTZER5 years Service code 34 516 QUEENS PARKS DR · OWINGS, MD 21117 | Valuation (appraisals, etc.) | $11,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,025 | $37,393-27.7% | $77,024-64.9% | $66,914-59.6% |
| Participation rate | 99.5% | 52.9%+46.7pp | 67.9%+31.6pp | 69.8%+29.7pp |
| Annual return | 1.39% | -3.29%+4.7pp | 42.32%-40.9pp | 1.58%-0.2pp |
| Employer contribution / active EE | $6,528 | $1,531+326.4% | $2,812+132.1% | $2,544+156.6% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $211 | $567-62.7% | $5,425-96.1% | $593-64.4% |