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 27 2100 MARKET STREET · WHEELING, WV 26003 | Advisory (Plan) | $36,940 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,709 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,893 | $79,184-10.5% | $102,438-30.8% | $74,546-4.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 14.32% | 54.95%-40.6pp | 29.37%-15.1pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $1,266 | $2,362-46.4% | $3,024-58.1% | $2,624-51.7% |
| Participant deferral / active EE | $5,064 | $4,414+14.7% | $5,054+0.2% | $4,347+16.5% |
| Admin fee / account holder | $269 | $2,001-86.6% | $9,448-97.2% | $1,944-86.2% |