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 year Service code 18 · EIN 35-0500670 | Direct payment from the plan; Custodi... | $38,046 |
Service code 27 900 S CAPITAL OF TEXAS · AUSTIN, TX 78746 | Advisory (Plan) | $18,783 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Float... | $3,906 |
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 | $17,195 | $46,173-62.8% | $170,442-89.9% | $69,631-75.3% |
| Participation rate | 93.6% | 63.9%+29.7pp | 83.6%+10.0pp | 70.7%+22.9pp |
| Annual return | 15.93% | 21.62%-5.7pp | 205.93%-190.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $944 | $1,610-41.4% | $5,433-82.6% | $2,032-53.6% |
| Participant deferral / active EE | $3,116 | $2,080+49.8% | $4,939-36.9% | $3,224-3.3% |
| Admin fee / account holder | $117 | $116+1.3% | $13,880-99.2% | $110+6.4% |