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.1+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $24,181 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY/JEFFREY PETRONE Service code 27 1400 CENTREPARK BLVD · WEST PALM BEACH, FL 33401 | Advisory (Plan) | $14,528 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Direct payment from the plan; Trustee... | $4,468 |
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 | $24,748 | $60,165-58.9% | $74,183-66.6% | $55,167-55.1% |
| Participation rate | 75.9% | 74.2%+1.7pp | 76.6%-0.7pp | 69.0%+6.9pp |
| Annual return | 6.08% | 10.00%-3.9pp | 17.74%-11.7pp | 169.23%-163.1pp |
| Employer contribution / active EE | $681 | $1,600-57.4% | $2,370-71.3% | $1,963-65.3% |
| Participant deferral / active EE | $3,439 | $2,973+15.7% | $3,550-3.1% | $3,054+12.6% |
| Admin fee / account holder | $164 | $419-60.9% | $5,586-97.1% | $504-67.4% |