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: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $8,051 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Participants) | $0 |
Service code 15 · EIN 01-0233346 TBD · BOSTON, MA 22911 | Recordkeeping | $0 |
MY GROUP LLC1 year Service code 26 · EIN 27-2102627 3600 NORTH CAPITAL OF TX HIGHWAY · AUSTIN, TN 78746 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,086 | $89,739-72.0% | $149,718-83.2% | $62,292-59.7% |
| Participation rate | 87.7% | 85.1%+2.6pp | 87.1%+0.7pp | 69.5%+18.2pp |
| Annual return | 14.95% | 21.01%-6.1pp | 1501.63%-1486.7pp | 28.90%-13.9pp |
| Employer contribution / active EE | $542 | $3,233-83.2% | $5,445-90.0% | $2,042-73.5% |
| Participant deferral / active EE | $1,748 | $4,797-63.6% | $6,569-73.4% | $3,169-44.8% |
| Admin fee / account holder | $188 | $551-65.9% | $11,283-98.3% | $479-60.8% |