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.3 years Service code 15 · EIN 35-0500670 | Recordkeeping | $39,589 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; C... | $4,393 |
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 | $20,099 | $39,898-49.6% | $121,196-83.4% | $55,725-63.9% |
| Participation rate | 56.9% | 61.2%-4.4pp | 71.7%-14.9pp | 70.9%-14.0pp |
| Annual return | -5.89% | -0.96%-4.9pp | 16.93%-22.8pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,104 | $1,295-14.7% | $4,022-72.5% | $2,078-46.9% |
| Participant deferral / active EE | $1,989 | $2,439-18.4% | $3,344-40.5% | $3,356-40.7% |
| Admin fee / account holder | $145 | $95+52.6% | $5,019-97.1% | $115+26.0% |