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, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $32,675 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 64 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $22,318 |
SCJ FIDUCIARY SERVICES3 years Service code 21 | Bank Trustee | $15,000 |
TUCKER & MELTZER6 years Service code 34 516 QUEENS PARKS DR · OWINGS, MD 21117 | Valuation (appraisals, etc.) | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,078-100.0% | $80,569-100.0% | $71,457-100.0% |
| Participation rate | 0.0% | 50.2%-50.2pp | 67.0%-67.0pp | 67.9%-67.9pp |
| Annual return | -0.13% | 38.45%-38.6pp | 935.43%-935.6pp | 28.85%-29.0pp |
| Employer contribution / active EE | $7,130 | $1,506+373.6% | $2,723+161.8% | $2,588+175.5% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,840-100.0% | $5,377-100.0% | $1,587-100.0% |