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 |
|---|---|---|
TRANSITION FINANCE STRATEGIES, LLC10+ years Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 64 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $34,060 |
Filed as: STEPHEN JAMES CONSULTING Service code 70 | Consulting Fees | $30,000 |
BLUM SHAPIRO1 year Filed as: CLA Service code 10 · EIN 41-0746749 | Accounting | $18,165 |
TUCKER & MELTZER8 years Service code 34 516 QUEENS PARKS DR · OWINGS, MD 21117 | Valuation (appraisals, etc.) | $13,500 |
BDO USA, LLP5 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $1,500 |
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 | $50,883 | $48,750+4.4% | $88,946-42.8% | $74,304-31.5% |
| Participation rate | 99.0% | 44.5%+54.5pp | 68.8%+30.1pp | 60.3%+38.6pp |
| Annual return | 15.01% | 25.91%-10.9pp | 57.82%-42.8pp | 29.43%-14.4pp |
| Employer contribution / active EE | $6,417 | $1,255+411.3% | $2,555+151.1% | $2,241+186.3% |
| Participant deferral / active EE | $0 | $2,423-100.0% | $4,581-100.0% | $3,767-100.0% |
| Admin fee / account holder | $231 | $3,756-93.8% | $8,261-97.2% | $2,969-92.2% |