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 10-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 |
|---|---|---|
KEEL POINT CAPITAL LLC1 year Service code 27 · EIN 42-1607342 | Advisory (Plan) | $10,612 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,156 | $44,960-64.1% | $84,966-81.0% | $74,495-78.3% |
| Participation rate | 98.3% | 49.4%+48.9pp | 67.5%+30.8pp | 67.2%+31.1pp |
| Annual return | 14.31% | 26.24%-11.9pp | 66.38%-52.1pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $4,457 | $1,457+205.8% | $2,727+63.4% | $2,623+69.9% |
| Participant deferral / active EE | $1,103 | $2,731-59.6% | $4,519-75.6% | $4,346-74.6% |
| Admin fee / account holder | $53 | $2,209-97.6% | $6,149-99.1% | $1,942-97.3% |