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 Service code 37 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Loan Processing | $12,770 |
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 | $66,027 | $56,897+16.0% | $84,750-22.1% | $62,891+5.0% |
| Participation rate | 97.8% | 68.5%+29.3pp | 76.6%+21.3pp | 69.3%+28.5pp |
| Annual return | -13.56% | 6.30%-19.9pp | 22.78%-36.3pp | 20.14%-33.7pp |
| Employer contribution / active EE | $4,818 | $2,400+100.8% | $3,574+34.8% | $2,281+111.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $70 | $3,581-98.0% | $5,332-98.7% | $4,296-98.4% |