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.2+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $20,290 |
Filed as: SAGEVIEW ADVISORY Service code 27 | Advisory (Plan) | $9,492 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY/JEFFREY PETRONE Service code 27 1400 CENTREPARK BLVD · WEST PALM BEACH, FL 33401 | Advisory (Plan) | $8,381 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Float... | $2,922 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,641 | $64,909-60.5% | $82,313-68.8% | $62,292-58.8% |
| Participation rate | 78.7% | 74.9%+3.9pp | 76.9%+1.8pp | 69.5%+9.2pp |
| Annual return | 16.09% | 21.18%-5.1pp | 25.88%-9.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $670 | $1,676-60.0% | $2,428-72.4% | $2,042-67.2% |
| Participant deferral / active EE | $3,111 | $3,103+0.2% | $3,706-16.1% | $3,169-1.8% |
| Admin fee / account holder | $74 | $440-83.2% | $5,608-98.7% | $479-84.6% |