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 | $31,610 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 10 233 S WACKER DR., SUITE 2000 · CHICAGO, IL 60606 | Accounting | $28,344 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Custodial (securities); Sub-transfer ... | $3,223 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST RETIREMENT Service code 18 · EIN 51-0099033 | Finders' fees / placement fees; Direc... | $147 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,704 | $65,082+60.9% | $81,367+28.7% | $59,632+75.6% |
| Participation rate | 80.2% | 76.0%+4.3pp | 82.3%-2.1pp | 68.7%+11.5pp |
| Annual return | -0.21% | 1.16%-1.4pp | -0.92%+0.7pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $6,109 | $2,934+108.2% | $3,930+55.5% | $2,203+177.4% |
| Participant deferral / active EE | $8,454 | $4,083+107.1% | $5,383+57.0% | $3,192+164.9% |
| Admin fee / account holder | $439 | $7,582-94.2% | $8,926-95.1% | $4,297-89.8% |