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 6-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 16 · EIN 35-0921680 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Consulting | $109,703 |
PENCHECKS4 years Filed as: PENCHECKS, INC. Service code 63 · EIN 33-6134835 | 12b-1 Fees | $73,741 |
SUMMIT FIDUCIARY GROUP2 years Service code 21 · EIN 92-3858998 | Bank Trustee | $62,500 |
GRANT THORNTON LLP5 years Service code 10 171 N. CLARK STREET, SUITE 200 · CHICAGO, IL 60601 | Accounting | $56,408 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $126,519-100.0% | $106,201-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | -2.64% | 225.10%-227.7pp | 116.26%-118.9pp | 561.95%-564.6pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |