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 8-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 42-1607342 | Advisory (Participants) | $12,301 |
Service code 12 · EIN 47-0098400 | Contract Administrator; Participant l... | $10,452 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,422 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,984 | $49,693-71.9% | $70,515-80.2% | $74,419-81.2% |
| Participation rate | 98.4% | 64.7%+33.8pp | 68.3%+30.1pp | 70.7%+27.7pp |
| Annual return | 19.22% | 21.22%-2.0pp | 32.77%-13.6pp | 34.38%-15.2pp |
| Employer contribution / active EE | $4,118 | $1,773+132.2% | $2,973+38.5% | $2,637+56.1% |
| Participant deferral / active EE | $1,783 | $3,376-47.2% | $4,567-61.0% | $4,528-60.6% |
| Admin fee / account holder | $55 | $316-82.6% | $6,412-99.1% | $348-84.2% |