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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.
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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 |
|---|---|---|
KINWELL LLC5 years Service code 28 · EIN 82-2977833 | Investment Management | $63,655 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,248 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,343 | $73,867+14.2% | $143,757-41.3% | $68,494+23.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.98% | 1.01%-18.0pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,753 | $3,184+17.9% | $4,951-24.2% | $2,596+44.5% |
| Participant deferral / active EE | $5,816 | $3,384+71.8% | $5,637+3.2% | $4,027+44.4% |
| Admin fee / account holder | $361 | $5,755-93.7% | $14,673-97.5% | $5,403-93.3% |