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.4 years Service code 15 · EIN 35-0500670 | Recordkeeping | $26,477 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $9,191 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Sub-transfer agency fees; Trustee (di... | $2,568 |
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 | $24,804 | $47,648-47.9% | $130,648-81.0% | $67,579-63.3% |
| Participation rate | 62.1% | 60.4%+1.7pp | 71.7%-9.7pp | 71.3%-9.2pp |
| Annual return | 30.06% | 25.73%+4.3pp | 1708.96%-1678.9pp | 378.56%-348.5pp |
| Employer contribution / active EE | $1,248 | $1,408-11.3% | $4,092-69.5% | $2,148-41.9% |
| Participant deferral / active EE | $2,269 | $2,616-13.3% | $3,603-37.0% | $3,539-35.9% |
| Admin fee / account holder | $127 | $105+21.3% | $5,464-97.7% | $142-10.4% |