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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN SVCS OF AMERICA Service code 15 · EIN 52-1370869 1001 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Recordkeeping | $183,728 |
Filed as: UNITED BANK Service code 15 · EIN 31-1051736 500 VIRGINIA STREET EAST · CHARLESTON, WV 25322 | Recordkeeping | $53,560 |
STEEL OAKS2+ years Filed as: STEEL OAKS INVESTMENT ADVISORS Service code 28 · EIN 55-0754821 3205 PENNSYLVANIA AVENUE · WIERTON, WV 26062 | Investment Management | $30,000 |
STANDARD VALUATIONS2+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE, SOUTH · ST. PAUL, MN 55116 | Advisory (Plan) | $20,000 |
HARRIS, HARDIN & COMPANY, A.C.2+ years Service code 10 · EIN 55-0756523 404 NINTH STREET · HUNTINGTON, WV 25701 | Accounting | $9,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,049 | $89,274-91.0% | $149,718-94.6% | $77,958-89.7% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 4.09% | 20.36%-16.3pp | 1501.63%-1497.5pp | 20.87%-16.8pp |
| Employer contribution / active EE | $1,444 | $3,727-61.2% | $5,445-73.5% | $2,310-37.5% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $48 | $240-80.1% | $11,283-99.6% | $97-51.0% |