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 |
|---|---|---|
KEYSTONE FINANCIAL GROUP LLC2 years Service code 27 · EIN 26-2509545 | Advisory (Plan) | $29,619 |
FAULKNER, KING & WENZ PSC4+ years Service code 10 · EIN 61-1038574 | Accounting | $8,275 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $4,230 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $4,061 |
BENEFITS ADMINISTRATORS, LLC4+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $500 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $367 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,365 | $98,982-4.7% | $162,163-41.8% | $65,185+44.8% |
| Participation rate | 93.1% | 85.8%+7.3pp | 87.6%+5.5pp | 70.2%+22.9pp |
| Annual return | 21.66% | 24.84%-3.2pp | 115.59%-93.9pp | 29.38%-7.7pp |
| Employer contribution / active EE | $4,316 | $3,467+24.5% | $5,614-23.1% | $2,177+98.3% |
| Participant deferral / active EE | $3,078 | $5,384-42.8% | $7,298-57.8% | $3,514-12.4% |
| Admin fee / account holder | $205 | $596-65.6% | $10,843-98.1% | $847-75.8% |