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 | $38,325 |
Filed as: SFG RETIREMENT PLAN CONSULTING LLC Service code 27 225 S LAKE AVE. · PASDENA, CA 91101 | Advisory (Plan) | $32,115 |
MATRIX TRUST COMPANY2 years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Float... | $8,669 |
KOBO WEALTH CONSERVANCY2 years Filed as: KOBO WEALTH Service code 26 119 MERCHANT STREET SUITE 610 · HONOLULU, HI 96813 | Advisory (Participants) | $4,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $78,773 | $58,726+34.1% | $92,233-14.6% | $62,292+26.5% |
| Participation rate | 63.3% | 68.3%-5.0pp | 76.5%-13.2pp | 69.5%-6.2pp |
| Annual return | 23.28% | 43.62%-20.3pp | 176.28%-153.0pp | 28.90%-5.6pp |
| Employer contribution / active EE | $1,900 | $2,392-20.6% | $3,679-48.4% | $2,042-7.0% |
| Participant deferral / active EE | $5,521 | $2,766+99.6% | $3,897+41.7% | $3,169+74.2% |
| Admin fee / account holder | $378 | $556-32.0% | $5,194-92.7% | $479-21.1% |