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 |
|---|---|---|
MCKINLEY CARTER WEALTH SERVICES6+ years Filed as: MCKINLEY CARTER TRUST COMPANY Service code 28 · EIN 72-1173060 2000 DIETRICK BLVD · CHARLESTON, WV 25311 | Investment Management | $89,097 |
ARGENT TRUST COMPANY6+ years Filed as: ARGENT TRUST COMPANY, N.A Service code 28 · EIN 72-1173060 500 E REYNOLDS DRIVE · RUSTON, LA 71270 | Investment Management | $41,881 |
GAMBLE JONES MURPHY BRENT6+ years Service code 28 · EIN 95-4249094 301 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $23,538 |
JANNEY MONTGOMERY SCOTT LLC6+ years Filed as: JANNEY MONGTOMERY SCOTT Service code 28 | Investment Management | $18,067 |
AMERICAN FUNDS6+ years Filed as: AMERICAN FUNDS RECORDKEEPER DIRECT Service code 15 · EIN 95-6817943 C/O CAPITAL BANK AND TRUST COMPANY · INDIANAPOLIS, IN 462066040 | Recordkeeping | $1,725 |
RBC WEALTH MANAGEMENT3 years Service code 28 · EIN 41-1416330 170 LAIDLY TOWER · CHARLESTON, WV 25301 | Investment Management | $1,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $394,666 | $213,957+84.5% | $149,696+163.6% | - |
| Participation rate | 100.0% | 79.5%+20.5pp | 82.5%+17.5pp | - |
| Annual return | 15.36% | 9.83%+5.5pp | 276.60%-261.2pp | - |
| Employer contribution / active EE | $9,383 | $3,868+142.6% | $4,644+102.0% | - |
| Participant deferral / active EE | $7,610 | $6,177+23.2% | $6,842+11.2% | - |
| Admin fee / account holder | $1,549 | $24,510-93.7% | $9,309-83.4% | - |