Filed April 9, 2025
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 |
|---|---|---|
KEEL POINT CAPITAL LLC2 years Filed as: KEEL POINT, LLC Service code 27 · EIN 20-0166451 | Advisory (Plan) | $27,830 |
BLUESTAR RETIREMENT SERVICES3+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $15,736 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $6,149 |
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 | $68,988 | $80,753-14.6% | $136,294-49.4% | $62,292+10.7% |
| Participation rate | 89.6% | 73.5%+16.0pp | 81.9%+7.6pp | 69.5%+20.1pp |
| Annual return | 19.50% | 35.83%-16.3pp | 5155.94%-5136.4pp | 28.90%-9.4pp |
| Employer contribution / active EE | $3,533 | $2,884+22.5% | $4,695-24.8% | $2,042+73.0% |
| Participant deferral / active EE | $7,325 | $5,164+41.8% | $6,247+17.3% | $3,169+131.1% |
| Admin fee / account holder | $269 | $525-48.9% | $9,243-97.1% | $479-43.9% |