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, LLC2 years Service code 26 · EIN 26-1201441 | Advisory (Participants) | $23,014 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,717 | $65,557-47.0% | $64,056-45.8% | $71,457-51.4% |
| Participation rate | 66.3% | 73.2%-6.9pp | 72.3%-6.0pp | 67.9%-1.6pp |
| Annual return | 15.11% | 18.94%-3.8pp | 33.69%-18.6pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,395 | $2,669-47.7% | $2,747-49.2% | $2,588-46.1% |
| Participant deferral / active EE | $3,662 | $3,626+1.0% | $3,880-5.6% | $4,289-14.6% |
| Admin fee / account holder | $214 | $616-65.2% | $3,068-93.0% | $1,587-86.5% |