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 9-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 Filed as: MCCREADY & KEENE INC Service code 15 · EIN 35-0500670 | Recordkeeping | $25,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,235 | $52,953-22.1% | $172,739-76.1% | $65,185-36.7% |
| Participation rate | 64.8% | 66.2%-1.4pp | 82.6%-17.8pp | 70.2%-5.4pp |
| Annual return | 7.71% | 30.12%-22.4pp | 802.84%-795.1pp | 29.38%-21.7pp |
| Employer contribution / active EE | $1,478 | $2,190-32.5% | $5,143-71.3% | $2,177-32.1% |
| Participant deferral / active EE | $2,847 | $2,471+15.2% | $5,198-45.2% | $3,514-19.0% |
| Admin fee / account holder | $165 | $472-65.0% | $13,954-98.8% | $847-80.5% |