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 |
|---|---|---|
Service code 15 · EIN 01-0233346 TBD · BOSTON, MA 22911 | Recordkeeping | $1,708 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $1,600 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,089 | $136,307-72.1% | $177,821-78.6% | $73,488-48.2% |
| Participation rate | 74.2% | 86.1%-11.9pp | 87.7%-13.5pp | 70.7%+3.6pp |
| Annual return | 14.20% | 18.68%-4.5pp | 48.32%-34.1pp | 28.51%-14.3pp |
| Employer contribution / active EE | $530 | $3,712-85.7% | $5,918-91.0% | $2,270-76.6% |
| Participant deferral / active EE | $2,059 | $5,829-64.7% | $7,714-73.3% | $3,740-44.9% |
| Admin fee / account holder | $309 | $596-48.2% | $12,427-97.5% | $513-39.8% |