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.1+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $49,524 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Custodial (other than securities); Fl... | $7,614 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST RETIREMENT Service code 18 · EIN 51-0099033 | Finders' fees / placement fees; Direc... | $2,554 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,600 | $68,413-49.4% | $123,104-71.9% | $55,191-37.3% |
| Participation rate | 89.0% | 84.5%+4.5pp | 86.8%+2.2pp | 69.2%+19.8pp |
| Annual return | 13.40% | 6.30%+7.1pp | 13.22%+0.2pp | 10.78%+2.6pp |
| Employer contribution / active EE | $772 | $3,050-74.7% | $5,151-85.0% | $1,899-59.3% |
| Participant deferral / active EE | $3,648 | $4,490-18.8% | $6,230-41.4% | $3,046+19.8% |
| Admin fee / account holder | $86 | $88-2.2% | $9,015-99.0% | $91-5.4% |