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.2 years Service code 15 · EIN 35-0500670 | Recordkeeping | $21,202 |
MATRIX TRUST COMPANY2 years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; D... | $4,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,495 | $45,324-52.6% | $122,332-82.4% | $69,631-69.1% |
| Participation rate | 60.4% | 59.9%+0.4pp | 71.6%-11.3pp | 70.7%-10.3pp |
| Annual return | 18.47% | 25.35%-6.9pp | 30.27%-11.8pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $1,090 | $1,230-11.3% | $4,050-73.1% | $2,032-46.4% |
| Participant deferral / active EE | $2,006 | $2,367-15.2% | $3,287-39.0% | $3,224-37.8% |
| Admin fee / account holder | $92 | $87+6.2% | $5,478-98.3% | $110-16.4% |