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 |
|---|---|---|
MCCREADY & KEENE INC.1 year Filed as: MCCREADY&KEENE (ONEMAERICA COMPANY) Service code 14 · EIN 35-0500670 | Plan Administrator | $13,177 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,490 | $66,310-69.1% | $93,606-78.1% | $65,185-68.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 22.31% | 42.58%-20.3pp | 32.76%-10.4pp | 29.38%-7.1pp |
| Employer contribution / active EE | $1,909 | $2,012-5.1% | $2,718-29.8% | $2,177-12.3% |
| Participant deferral / active EE | $0 | $3,342-100.0% | $4,069-100.0% | $3,514-100.0% |
| Admin fee / account holder | $147 | $6,897-97.9% | $7,888-98.1% | $847-82.7% |