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.2 years Filed as: MCCREADY & KEENE Service code 14 7941 CASTLEWAY DRIVE · INDIANAPOLIS, IN 46247 | Plan Administrator | $9,919 |
JOHNSON BANK2 years Filed as: JOHNSON INVESTMENT COUNSEL INC. Service code 27 · EIN 31-1801770 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Advisory (Plan) | $7,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,624 | $67,606-81.3% | $82,313-84.7% | $70,131-82.0% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 13.87% | 21.57%-7.7pp | 25.88%-12.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $765 | $1,755-56.4% | $2,428-68.5% | $2,342-67.3% |
| Participant deferral / active EE | $945 | $2,987-68.4% | $3,706-74.5% | $3,332-71.6% |
| Admin fee / account holder | $338 | $4,512-92.5% | $5,608-94.0% | $4,645-92.7% |