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 LTD2 years Service code 55 811 CAMP HORNE RD STE 100 · PITTSBURGH, PA 15237 | Other Commissions | $42,775 |
KLINE KEPPEL & KORYAK PC1 year Service code 13 | Contract Administrator | $5,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,055 |
KLINE KEPPEL & KORYAK PC2 years Filed as: KLINE KEPPEL & KORYAK. PC Service code 13 611 WILLIAM PENN PLACE · PITTSBURGH, PA 15219 | Contract Administrator | $460 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $350 |
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 | $134,550 | $80,753+66.6% | $136,294-1.3% | $62,292+116.0% |
| Participation rate | 78.5% | 73.5%+5.0pp | 81.9%-3.4pp | 69.5%+9.0pp |
| Annual return | 26.95% | 35.83%-8.9pp | 5155.94%-5129.0pp | 28.90%-2.0pp |
| Employer contribution / active EE | $2,015 | $2,884-30.1% | $4,695-57.1% | $2,042-1.3% |
| Participant deferral / active EE | $4,581 | $5,164-11.3% | $6,247-26.7% | $3,169+44.6% |
| Admin fee / account holder | $10 | $525-98.0% | $9,243-99.9% | $479-97.8% |