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 |
|---|---|---|
Filed as: MCKINLEY CARTER WEALTH SERVICES, IN Service code 99 2100 MARKET STREET · WHEELING, WV 26003 | Other Fees | $40,186 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,426 |
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 | $92,013 | $87,870+4.7% | $113,168-18.7% | $74,304+23.8% |
| Participation rate | 94.6% | 70.7%+23.8pp | 76.6%+18.0pp | 60.3%+34.2pp |
| Annual return | 17.35% | 26.44%-9.1pp | 24.27%-6.9pp | 29.43%-12.1pp |
| Employer contribution / active EE | $1,162 | $2,277-49.0% | $2,975-61.0% | $2,241-48.2% |
| Participant deferral / active EE | $5,149 | $4,241+21.4% | $5,107+0.8% | $3,767+36.7% |
| Admin fee / account holder | $368 | $3,368-89.1% | $12,068-97.0% | $2,969-87.6% |