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 |
|---|---|---|
ALLEGHENY INVESTMENTS LTD9 years Service code 55 811 CAMP HORNE RD STE 100 · PITTSBURGH, PA 15237 | Other Commissions | $72,477 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,556 |
KLINE KEPPEL & KORYAK PC8 years Service code 13 | Contract Administrator | $5,000 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,528 |
KLINE KEPPEL & KORYAK PC9 years Filed as: KLINE KEPPEL & KORYAK. PC Service code 13 611 WILLIAM PENN PLACE · PITTSBURGH, PA 15219 | Contract Administrator | $1,090 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,388 | $176,811+15.6% | $147,005+39.0% | - |
| Participation rate | 72.7% | 76.9%-4.2pp | 82.2%-9.4pp | - |
| Annual return | 12.27% | 11.59%+0.7pp | 418.76%-406.5pp | - |
| Employer contribution / active EE | $2,555 | $3,294-22.4% | $4,934-48.2% | - |
| Participant deferral / active EE | $7,125 | $6,900+3.3% | $8,070-11.7% | - |
| Admin fee / account holder | $47 | $27,451-99.8% | $13,006-99.6% | - |