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 26 · EIN 20-0829010 | Advisory (Participants) | $50,725 |
Service code 12 · EIN 47-0098400 | Claims processing; Direct payment fro... | $6,703 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $2,933 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,892 | $91,407-41.0% | $135,903-60.3% | $71,457-24.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 27.96% | 29.90%-1.9pp | 68.23%-40.3pp | 28.85%-0.9pp |
| Employer contribution / active EE | $4,391 | $3,703+18.6% | $4,856-9.6% | $2,588+69.7% |
| Participant deferral / active EE | $7,369 | $7,092+3.9% | $7,758-5.0% | $4,289+71.8% |
| Admin fee / account holder | $259 | $1,266-79.5% | $10,762-97.6% | $1,587-83.7% |