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 |
|---|---|---|
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $15,720 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,578 | $68,413+90.9% | $123,104+6.1% | $55,191+136.6% |
| Participation rate | 93.4% | 84.5%+8.8pp | 86.8%+6.6pp | 69.2%+24.2pp |
| Annual return | 3.90% | 6.30%-2.4pp | 13.22%-9.3pp | 10.78%-6.9pp |
| Employer contribution / active EE | $2,930 | $3,050-3.9% | $5,151-43.1% | $1,899+54.3% |
| Participant deferral / active EE | $6,746 | $4,490+50.2% | $6,230+8.3% | $3,046+121.4% |
| Admin fee / account holder | $67 | $88-23.6% | $9,015-99.3% | $91-26.1% |