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 SERVICES10+ years Filed as: MCKINLEY CARTER TRUST COMPANY Service code 28 · EIN 72-1173060 2000 DIETRICK BLVD · CHARLESTON, WV 25311 | Investment Management | $71,383 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $62,505 |
ARGENT TRUST COMPANY10+ years Filed as: ARGENT TRUST COMPANY, N.A Service code 28 · EIN 72-1173060 500 E REYNOLDS DRIVE · RUSTON, LA 71270 | Investment Management | $35,543 |
CERITY PARTNERS2 years Service code 28 | Investment Management | $33,407 |
Filed as: JANNEY MONTGOMERY SCOTT Service code 28 | Investment Management | $10,513 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIRMENT PLAN SERVIC Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,487 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $505,357 | $102,317+393.9% | $146,958+243.9% | $80,856+525.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.30% | 134.76%-120.5pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $10,236 | $3,713+175.7% | $4,933+107.5% | $2,755+271.6% |
| Participant deferral / active EE | $6,553 | $6,644-1.4% | $8,070-18.8% | $4,296+52.6% |
| Admin fee / account holder | $1,864 | $7,941-76.5% | $12,998-85.7% | $6,918-73.1% |