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 |
|---|---|---|
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN EDWARDS & CO. Service code 28 707 VIRGINIA STREET EAST · CHARLESTON, WV 25301 | Investment Management | $18,375 |
MENKE & ASSOCIATES, INC.4 years Service code 13 · EIN 94-2349093 | Contract Administrator | $16,890 |
SCJ FIDUCIARY SERVICES1 year Service code 24 4102 BALLARD WOODS DRIVE · SMITHFIELD, KY 40068 | Discretionary Trustee | $10,000 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 65 199 MALL RD · OAK HILL, WV 25901 | Account Maintenance | $6,730 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,475 | $71,142-74.0% | $119,609-84.6% | $64,808-71.5% |
| Participation rate | 91.7% | 78.6%+13.1pp | 79.3%+12.4pp | 71.5%+20.2pp |
| Annual return | 4.43% | -10.01%+14.4pp | -14.97%+19.4pp | 32.82%-28.4pp |
| Employer contribution / active EE | $1,167 | $2,497-53.3% | $4,232-72.4% | $2,506-53.4% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $129 | $162-20.6% | $10,323-98.8% | $188-31.5% |