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 ADVISORS4+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 500 VIRGINIA STREET EAST SUITE 525 · CHARLESTON, WV 25301 | Contract Administrator | $45,507 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 51 · EIN 04-1590850 100 BRIGHT MEADOW BLVD · ENFIELD, CT 06082 | Investment Mgmt Fees | $44,907 |
GRAY, GRIFFITH & MAYS, A.C.4+ years Service code 10 · EIN 55-0621482 707 VIRGINIA STREAT, EAST, SUITE 40 · CHARLESTON, WV 25301 | Accounting | $17,500 |
STANDARD VALUATIONS4+ years Filed as: STANDARD VALUATIONS, INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH · ST. PAUL, MN 55116 | Advisory (Plan) | $15,400 |
JOHN F. DASCOLI, PLLC4+ years Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD., EAST · CHARLESTON, WV 25311 | Legal | $12,387 |
C.S. MCKEE, L.P.4+ years Filed as: CS MCKEE Service code 51 · EIN 25-1900687 ONE GATEWAY CENTER · PITTSBURGH, PA 15222 | Investment Mgmt Fees | $11,489 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE ASB Service code 51 · EIN 55-0908702 7501 WISCONSIN AVANEUE 14TH FLOOR · BETHESDA, MD 20814 | Investment Mgmt Fees | $5,146 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,226 | $66,601+101.5% | $92,893+44.5% | $67,579+98.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | -0.58% | 92.58%-93.2pp | 109.41%-110.0pp | 378.56%-379.1pp |
| Employer contribution / active EE | $12,848 | $2,775+362.9% | $3,653+251.7% | $2,148+498.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $502 | $199+152.2% | $5,794-91.3% | $142+252.5% |