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 |
|---|---|---|
MCGREGOR & ASSOCIATES, INC.3+ years Filed as: MCGREGOR & ASSOCIATES Service code 15 · EIN 61-1211399 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $4,962 | $37,196-86.7% | $154,107-96.8% | $55,725-91.1% |
| Participation rate | 57.8% | 64.1%-6.3pp | 83.0%-25.2pp | 70.9%-13.0pp |
| Annual return | 14.52% | 1319.68%-1305.2pp | 735.12%-720.6pp | 244.93%-230.4pp |
| Employer contribution / active EE | $706 | $1,614-56.3% | $5,298-86.7% | $2,078-66.0% |
| Participant deferral / active EE | $870 | $2,068-57.9% | $5,081-82.9% | $3,356-74.1% |
| Admin fee / account holder | $26 | $102-74.0% | $13,411-99.8% | $115-77.1% |