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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,914 |
MCM CPAS & ADVISORS LLP1 year Filed as: MCM CPA'S & ADVISORS Service code 27 · EIN 27-1253638 | Advisory (Plan) | $8,250 |
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 | $105,463 | $54,573+93.3% | $90,951+16.0% | $73,488+43.5% |
| Participation rate | 55.6% | 61.2%-5.6pp | 69.0%-13.5pp | 70.7%-15.1pp |
| Annual return | 21.67% | 16.69%+5.0pp | 134.60%-112.9pp | 28.51%-6.8pp |
| Employer contribution / active EE | $447 | $991-54.9% | $2,122-78.9% | $2,270-80.3% |
| Participant deferral / active EE | $2,881 | $2,517+14.5% | $3,373-14.6% | $3,740-23.0% |
| Admin fee / account holder | $69 | $521-86.7% | $5,959-98.8% | $513-86.5% |