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.4+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,637 | $62,928-91.0% | $172,739-96.7% | $67,579-91.7% |
| Participation rate | 59.0% | 64.5%-5.4pp | 82.6%-23.6pp | 71.3%-12.2pp |
| Annual return | 5.50% | 30.36%-24.9pp | 802.84%-797.3pp | 378.56%-373.1pp |
| Employer contribution / active EE | $679 | $1,636-58.5% | $5,143-86.8% | $2,148-68.4% |
| Participant deferral / active EE | $790 | $2,145-63.2% | $5,198-84.8% | $3,539-77.7% |
| Admin fee / account holder | $43 | $167-74.4% | $13,954-99.7% | $142-70.0% |