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 |
|---|---|---|
Filed as: MCKAY WEALTH MANAGEMENT Service code 99 · EIN 41-0945505 | Other Fees | $0 |
Service code 49 · EIN 93-1327877 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,308 | $95,416+16.7% | $185,823-40.1% | $85,850+29.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.48% | 23.59%-11.1pp | 122.05%-109.6pp | 318.53%-306.1pp |
| Employer contribution / active EE | $5,451 | $3,314+64.5% | $5,167+5.5% | $2,565+112.5% |
| Participant deferral / active EE | $6,325 | $3,423+84.8% | $5,568+13.6% | $3,952+60.1% |
| Admin fee / account holder | $29 | $7,213-99.6% | $16,237-99.8% | $6,260-99.5% |