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 8-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 | Contract Administrator | $5,963 |
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,708 | $98,750+26.3% | $149,696-16.7% | $79,858+56.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.05% | 27.43%-10.4pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $11 | $3,216-99.7% | $4,644-99.8% | $2,471-99.6% |
| Participant deferral / active EE | $6,765 | $5,680+19.1% | $6,842-1.1% | $3,740+80.9% |
| Admin fee / account holder | $7,742 | $6,053+27.9% | $9,309-16.8% | $5,306+45.9% |