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 | $21,543 |
Filed as: CAMBRIDGE INVESTMENTS Service code 27 10375 RICHMOND AVE. · HOUSTON, TX 77042 | Advisory (Plan) | $21,462 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUT CO. Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; I... | $6,293 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,089 | $77,813+19.6% | $123,544-24.7% | $64,186+45.0% |
| Participation rate | 93.8% | 74.7%+19.0pp | 82.3%+11.5pp | 69.6%+24.2pp |
| Annual return | -7.09% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,506 | $3,014+16.3% | $4,628-24.2% | $2,381+47.2% |
| Participant deferral / active EE | $7,488 | $5,240+42.9% | $6,426+16.5% | $3,470+115.8% |
| Admin fee / account holder | $560 | $5,519-89.8% | $9,284-94.0% | $4,888-88.5% |