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, LLC4 years Service code 26 · EIN 26-1201441 | Advisory (Participants) | $33,611 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,406 |
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 | $42,471 | $96,018-55.8% | $65,493-35.2% | $85,563-50.4% |
| Participation rate | 52.0% | 74.8%-22.8pp | 73.1%-21.0pp | 66.0%-13.9pp |
| Annual return | 15.54% | 14.51%+1.0pp | 982.45%-966.9pp | 31.51%-16.0pp |
| Employer contribution / active EE | $1,234 | $3,235-61.9% | $2,574-52.1% | $2,654-53.5% |
| Participant deferral / active EE | $3,173 | $4,055-21.7% | $3,961-19.9% | $4,375-27.5% |
| Admin fee / account holder | $344 | $271+27.2% | $5,028-93.2% | $834-58.7% |