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 | $55,259 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $11,351 |
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 | $32,729 | $71,802-54.4% | $133,980-75.6% | $57,658-43.2% |
| Participation rate | 92.5% | 85.5%+7.0pp | 87.1%+5.4pp | 70.2%+22.2pp |
| Annual return | 8.62% | 13.51%-4.9pp | 29.30%-20.7pp | 5.13%+3.5pp |
| Employer contribution / active EE | $924 | $3,161-70.8% | $5,211-82.3% | $1,974-53.2% |
| Participant deferral / active EE | $3,696 | $4,606-19.7% | $6,282-41.2% | $3,061+20.8% |
| Admin fee / account holder | $82 | $88-6.3% | $9,324-99.1% | $95-13.1% |