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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNITED BANK Service code 28 PO BOX 393 · CHARLESTON, WV 25322 | Investment Management | $75,345 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $55,645 |
NTV ASSET MANAGEMENT9+ years Service code 28 216 BROOKS ST. #300 · CHARLESTON, WV 253011800 | Investment Management | $41,140 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 28 145 SUMMERS STREET · CHARLESTON, WV 253012134 | Investment Management | $28,444 |
JANNEY MONTGOMERY SCOTT LLC4 years Filed as: JANNEY MONTOGOMERY SCOTT LLC Service code 28 500 VIRGINIA STREET E · CHARLESTON, WV 25301 | Investment Management | $18,945 |
FRANKLIN TEMPLETON1 year Service code 28 · EIN 20-5991122 | Investment Management | $9,760 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,575 | $91,407+181.8% | $135,903+89.5% | $71,457+260.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 14.94% | 29.90%-15.0pp | 68.23%-53.3pp | 28.85%-13.9pp |
| Employer contribution / active EE | $11,961 | $3,703+223.0% | $4,856+146.3% | $2,588+362.3% |
| Participant deferral / active EE | $8,156 | $7,092+15.0% | $7,758+5.1% | $4,289+90.2% |
| Admin fee / account holder | $1,221 | $1,266-3.5% | $10,762-88.7% | $1,587-23.1% |