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 |
|---|---|---|
KLINE KEPPEL & KORYAK PC2+ years Filed as: KLINE, KEPPEL, KORYAK Service code 10 REGIONAL ENTERPRISE TOWER · PITTSBURGH, PA 15219 | Accounting | $6,245 |
DUNBAR, BENDER & ZAPF, INC.2+ years Filed as: DUNBAR, BENDER AND ZAPF, INC. Service code 13 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $5,700 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $694 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 MONROEVILLE CTR · MONROEVILLE, PA 151464048 | Other Commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,152 | $46,732+236.3% | $156,549+0.4% | $55,167+184.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 8.70% | 17.72%-9.0pp | 32.23%-23.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $5,825 | $2,105+176.7% | $5,501+5.9% | $1,963+196.8% |
| Participant deferral / active EE | $4,393 | $2,204+99.3% | $4,871-9.8% | $3,054+43.8% |
| Admin fee / account holder | $78 | $418-81.4% | $13,027-99.4% | $504-84.6% |