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 Service code 13 · EIN 13-4238973 | Contract Administrator | $38,467 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,886 | $123,077-66.0% | $116,228-64.0% | $102,872-59.3% |
| Participation rate | 100.0% | 87.0%+13.0pp | 74.6%+25.4pp | 73.0%+27.0pp |
| Annual return | -27.16% | 15.84%-43.0pp | 90.06%-117.2pp | 19.06%-46.2pp |
| Employer contribution / active EE | $6,331 | $4,380+44.5% | $2,994+111.4% | $3,526+79.5% |
| Participant deferral / active EE | $0 | $6,746-100.0% | $4,953-100.0% | $5,535-100.0% |
| Admin fee / account holder | $22 | $115-81.3% | $11,989-99.8% | $292-92.6% |