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 |
|---|---|---|
AMERICAN REALTY ADVISORS11+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 9200 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $65,699 |
STANDARD VALUATIONS11+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $28,200 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER ROAD, SUITE 400 · CINCINATTI, OH 45226 | Legal | $17,811 |
GRAY, GRIFFITH & MAYS, A.C.11+ years Service code 10 · EIN 22-0621482 707 VIRGINIA STREET EAST SUITE 400 · CHARLESTON, WV 25301 | Accounting | $11,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,695 | $95,880+125.0% | $107,525+100.6% | $85,563+152.1% |
| Participation rate | 90.6% | 70.1%+20.4pp | 75.1%+15.5pp | 66.0%+24.6pp |
| Annual return | 13.98% | 68.06%-54.1pp | 181.32%-167.3pp | 31.51%-17.5pp |
| Employer contribution / active EE | $12,026 | $3,812+215.5% | $3,754+220.4% | $2,654+353.2% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $221 | $1,025-78.5% | $8,919-97.5% | $834-73.6% |