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 Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $22,227 |
DEROSE-KRANTZ GROUP1 year Service code 27 1200 17TH STREET STE 2200 · DENVER, CO 80238 | Advisory (Plan) | $16,875 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Custodial (other than securities); Fi... | $2,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $36,959 | $57,103-35.3% | $87,507-57.8% | $57,658-35.9% |
| Participation rate | 23.4% | 64.3%-41.0pp | 73.8%-50.5pp | 70.2%-46.9pp |
| Annual return | 8.68% | 12.71%-4.0pp | 12.21%-3.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $0 | $1,107-100.0% | $2,550-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $766 | $2,250-65.9% | $3,149-75.7% | $3,061-75.0% |
| Admin fee / account holder | $119 | $281-57.7% | $4,221-97.2% | $95+25.8% |