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 8-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 | $18,899 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $15,423 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 10 · EIN 74-1625348 | Accounting | $10,856 |
MATRIX TRUST COMPANY3+ years Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $2,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,405 | $62,928-45.3% | $172,739-80.1% | $67,579-49.1% |
| Participation rate | 29.0% | 64.5%-35.5pp | 82.6%-53.7pp | 71.3%-42.3pp |
| Annual return | 18.57% | 30.36%-11.8pp | 802.84%-784.3pp | 378.56%-360.0pp |
| Employer contribution / active EE | $469 | $1,636-71.3% | $5,143-90.9% | $2,148-78.2% |
| Participant deferral / active EE | $909 | $2,145-57.6% | $5,198-82.5% | $3,539-74.3% |
| Admin fee / account holder | $157 | $167-5.6% | $13,954-98.9% | $142+10.5% |