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 |
|---|---|---|
Service code 10 · EIN 71-0294708 | Accounting | $10,296 |
KEYSTONE 401(K), LLC1 year Service code 13 · EIN 83-1741966 | Contract Administrator | $7,440 |
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 | $40,092 | $69,159-42.0% | $125,175-68.0% | $67,579-40.7% |
| Participation rate | 89.0% | 78.2%+10.8pp | 79.8%+9.2pp | 71.3%+17.7pp |
| Annual return | 23.80% | 27.12%-3.3pp | 43.79%-20.0pp | 378.56%-354.8pp |
| Employer contribution / active EE | $1,757 | $2,023-13.1% | $3,865-54.5% | $2,148-18.2% |
| Participant deferral / active EE | $3,714 | $3,700+0.4% | $4,937-24.8% | $3,539+4.9% |
| Admin fee / account holder | $56 | $142-60.7% | $9,702-99.4% | $142-60.8% |