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, LLC3 years Service code 26 · EIN 26-1201441 | Advisory (Participants) | $28,542 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,222 | $69,763-45.2% | $67,502-43.4% | $74,495-48.7% |
| Participation rate | 61.0% | 71.4%-10.3pp | 72.9%-11.8pp | 67.2%-6.2pp |
| Annual return | 11.01% | -40.34%+51.3pp | 3512.12%-3501.1pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,344 | $2,704-50.3% | $2,731-50.8% | $2,623-48.8% |
| Participant deferral / active EE | $3,599 | $3,636-1.0% | $4,000-10.0% | $4,346-17.2% |
| Admin fee / account holder | $253 | $896-71.8% | $3,998-93.7% | $1,942-87.0% |