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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $91,098 |
AMERICAN REALTY ADVISORS11+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 9200 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $85,630 |
ATLANTA CAPITAL MANAGEMENT8 years Filed as: ATLANTA CONSULTING GROUP Service code 27 · EIN 81-5358976 309 EAST PACES FERRY RD · ATLANTA, GA 30305 | Advisory (Plan) | $84,335 |
GRAY, GRIFFITH & MAYS, A.C.11+ years Service code 10 · EIN 55-0621482 707 VIRGINIA ST. E, STE. 400 · CHARLESTON, WV 25301 | Accounting | $12,050 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN F. DASCOLI Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25331 | Legal | $11,595 |
Service code 10 · EIN 22-0756523 P.O. BOX 2269 · HUNTINGTON, WV 257232269 | Accounting | $9,054 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS Service code 10 5078 WOOSTER ROAD SUITE 400 · CINCINATTI, OH 45226 | Accounting | $6,433 |
Filed as: ALLEN BATES TECHNOLOGIES Service code 10 600 MCKNIGHT PARK DRIVE SUITE 606 · PITTSBURGH, PA 15237 | Accounting | $5,260 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,791 | $95,880+59.4% | $107,525+42.1% | $85,563+78.6% |
| Participation rate | 83.6% | 70.1%+13.4pp | 75.1%+8.5pp | 66.0%+17.6pp |
| Annual return | 11.71% | 68.06%-56.4pp | 181.32%-169.6pp | 31.51%-19.8pp |
| Employer contribution / active EE | $7,837 | $3,812+105.6% | $3,754+108.8% | $2,654+195.3% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $380 | $1,025-62.9% | $8,919-95.7% | $834-54.4% |