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 |
|---|---|---|
PEOPLES BANK1+ years Service code 18 · EIN 31-1278433 P. O. BOX 738 · MARIETTA, OH 457500738 | Custodial (other than securities) | $42,269 |
STANDARD VALUATIONS1+ years Service code 27 · EIN 41-1329739 790 CLEVELAND AVENUE, S · ST. PAUL, MN 55116 | Advisory (Plan) | $7,000 |
HARRIS, HARDIN & COMPANY, A.C.1+ years Service code 10 · EIN 55-0756523 404 NINTH STREET · HUNTINGTON, WV 25701 | Accounting | $5,099 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,698 | $74,089-88.3% | $133,980-93.5% | $55,167-84.2% |
| Participation rate | 97.3% | 84.3%+13.0pp | 87.1%+10.2pp | 69.0%+28.3pp |
| Annual return | -1.24% | 12.11%-13.4pp | 29.30%-30.5pp | 169.23%-170.5pp |
| Employer contribution / active EE | $2,268 | $3,064-26.0% | $5,211-56.5% | $1,963+15.5% |
| Participant deferral / active EE | $21 | $4,678-99.6% | $6,282-99.7% | $3,054-99.3% |
| Admin fee / account holder | $122 | $458-73.5% | $9,324-98.7% | $504-75.9% |