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 |
|---|---|---|
JACKSON KELLY PLLC2 years Service code 13 · EIN 55-0394215 PO BOX 553 · CHARLESTON, WV 25322 | Contract Administrator | $10,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,317 | $53,165-31.7% | $86,188-57.9% | $74,419-51.2% |
| Participation rate | 52.8% | 64.9%-12.0pp | 69.0%-16.1pp | 70.7%-17.9pp |
| Annual return | 13.29% | 22.64%-9.4pp | 1168.45%-1155.2pp | 34.38%-21.1pp |
| Employer contribution / active EE | $914 | $1,210-24.4% | $2,380-61.6% | $2,637-65.3% |
| Participant deferral / active EE | $1,447 | $3,234-55.3% | $3,985-63.7% | $4,528-68.1% |
| Admin fee / account holder | $165 | $551-70.0% | $6,852-97.6% | $348-52.4% |