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 Service code 15 154 HANSEN RD # 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $15,385 |
Filed as: NASIF, HICKS, HARRIS & CO Service code 10 · EIN 77-0181453 | Accounting | $10,500 |
Filed as: FIDUCIARY SERVICES Service code 16 369-B THIRD STREET · SAN RAFAEL, CA 94901 | Consulting | $10,210 |
Filed as: CHARTWELL FINANCIAL Service code 34 · EIN 36-4799908 | Valuation (appraisals, etc.); Consult... | $7,338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,927 | $99,957-40.0% | $149,696-60.0% | $73,488-18.5% |
| Participation rate | 91.7% | 75.7%+16.0pp | 82.5%+9.2pp | 70.7%+21.0pp |
| Annual return | 14.21% | 53.87%-39.7pp | 276.60%-262.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $683 | $3,191-78.6% | $4,644-85.3% | $2,270-69.9% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $184 | $551-66.5% | $9,309-98.0% | $513-64.1% |