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 LLC1 year Filed as: KEEL POINT, LLC Service code 26 · EIN 20-0829010 | Advisory (Participants) | $38,868 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Direct payment from the plan; Partici... | $7,228 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $2,406 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,600 | $84,487-43.7% | $125,339-62.0% | $66,914-28.9% |
| Participation rate | 97.3% | 76.4%+20.8pp | 82.4%+14.9pp | 69.8%+27.5pp |
| Annual return | 43.36% | -8.39%+51.8pp | 572.05%-528.7pp | 1.58%+41.8pp |
| Employer contribution / active EE | $5,360 | $3,553+50.9% | $4,814+11.3% | $2,544+110.7% |
| Participant deferral / active EE | $7,450 | $6,781+9.9% | $7,446+0.1% | $4,237+75.8% |
| Admin fee / account holder | $259 | $685-62.1% | $10,010-97.4% | $593-56.3% |