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 | $86,694 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 15 · EIN 75-3182674 | Recordkeeping | $17,394 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,347 | $81,537-57.9% | $149,718-77.1% | $69,631-50.7% |
| Participation rate | 93.5% | 86.1%+7.3pp | 87.1%+6.4pp | 70.7%+22.8pp |
| Annual return | 28.25% | 22.79%+5.5pp | 1501.63%-1473.4pp | 27571.02%-27542.8pp |
| Employer contribution / active EE | $935 | $3,239-71.1% | $5,445-82.8% | $2,032-54.0% |
| Participant deferral / active EE | $3,670 | $4,994-26.5% | $6,569-44.1% | $3,224+13.8% |
| Admin fee / account holder | $89 | $107-17.2% | $11,283-99.2% | $110-19.8% |