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 7-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 | $45,184 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYLMOND JAMES Service code 27 300 W VINE STREET · LEXINGTON, TX 40507 | Advisory (Plan) | $40,820 |
MATRIX TRUST COMPANY1+ years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $10,717 |
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 | $30,970 | $23,224+33.3% | $71,086-56.4% | $55,725-44.4% |
| Participation rate | 78.6% | 37.9%+40.7pp | 54.7%+23.9pp | 70.9%+7.7pp |
| Annual return | -5.02% | -2.87%-2.2pp | 650.59%-655.6pp | 244.93%-249.9pp |
| Employer contribution / active EE | $297 | $436-32.0% | $1,088-72.7% | $2,078-85.7% |
| Participant deferral / active EE | $1,287 | $929+38.6% | $1,874-31.3% | $3,356-61.6% |
| Admin fee / account holder | $167 | $118+42.0% | $3,082-94.6% | $115+45.4% |