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 |
|---|---|---|
MCILRATH & ECK, LLC1 year Service code 26 · EIN 26-1201441 | Advisory (Participants) | $6,687 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,773 | $60,989-44.6% | $60,874-44.5% | $66,914-49.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 73.1%-6.4pp | 69.8%-3.1pp |
| Annual return | -13.10% | -9.60%-3.5pp | 16.90%-30.0pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,487 | $2,661-44.1% | $2,701-44.9% | $2,544-41.5% |
| Participant deferral / active EE | $3,789 | $3,615+4.8% | $3,817-0.7% | $4,237-10.6% |
| Admin fee / account holder | $319 | $338-5.6% | $3,224-90.1% | $593-46.2% |