See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KEATING FINANCIAL ADVISORY Service code 26 · EIN 20-5908296 | Advisory (Participants) | $28,294 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,003 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,383 | $55,415-36.1% | $155,509-77.2% | $74,495-52.5% |
| Participation rate | 78.5% | 61.9%+16.6pp | 78.2%+0.3pp | 67.2%+11.3pp |
| Annual return | 13.60% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,472 | $2,267-35.1% | $4,672-68.5% | $2,623-43.9% |
| Participant deferral / active EE | $2,153 | $2,836-24.1% | $5,626-61.7% | $4,346-50.5% |
| Admin fee / account holder | $188 | $1,738-89.2% | $15,912-98.8% | $1,942-90.3% |