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+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $37,468 |
CAPSOUTH PARTNERS1+ years Filed as: CAPSOUTH PARTNERS, INC. Service code 27 · EIN 01-0647966 | Advisory (Plan) | $31,247 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $33,908 | $57,096-40.6% | $94,224-64.0% | $55,191-38.6% |
| Participation rate | 70.9% | 75.7%-4.7pp | 78.8%-7.8pp | 69.2%+1.8pp |
| Annual return | 0.48% | 159.65%-159.2pp | 10.68%-10.2pp | 10.78%-10.3pp |
| Employer contribution / active EE | $935 | $1,708-45.2% | $3,587-73.9% | $1,899-50.7% |
| Participant deferral / active EE | $2,179 | $3,165-31.2% | $4,320-49.6% | $3,046-28.5% |
| Admin fee / account holder | $255 | $89+185.2% | $6,269-95.9% | $91+180.4% |