See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCKINLEY CARTER WEALTH Service code 27 · EIN 54-2111721 2100 MARKET STREET · WHEELING, WV 26003 | Advisory (Plan) | $37,639 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 99 · EIN 23-2932984 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Fees | $3,273 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,041 | $49,915-37.8% | $154,803-79.9% | $74,304-58.2% |
| Participation rate | 95.8% | 54.0%+41.8pp | 78.1%+17.7pp | 60.3%+35.4pp |
| Annual return | 12.94% | 34.06%-21.1pp | 58.88%-45.9pp | 29.43%-16.5pp |
| Employer contribution / active EE | $3,074 | $1,611+90.8% | $4,305-28.6% | $2,241+37.2% |
| Participant deferral / active EE | $3,340 | $2,255+48.1% | $5,540-39.7% | $3,767-11.4% |
| Admin fee / account holder | $131 | $2,189-94.0% | $14,329-99.1% | $2,969-95.6% |