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 LLC3 years Service code 27 · EIN 26-2509545 | Advisory (Plan) | $31,552 |
MARINER LLC1 year Service code 33 · EIN 20-4553256 | Securities brokerage; Securities brok... | $12,281 |
FAULKNER, KING & WENZ PSC5+ years Service code 10 · EIN 61-1038574 | Accounting | $8,450 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $4,379 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $2,870 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,112 |
BENEFITS ADMINISTRATORS, LLC5+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $250 |
CHARLES SCHWAB & CO., INC.5+ 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 | $114,612 | $136,307-15.9% | $177,821-35.5% | $73,488+56.0% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.7%+10.5pp | 70.7%+27.6pp |
| Annual return | 15.85% | 18.68%-2.8pp | 48.32%-32.5pp | 28.51%-12.7pp |
| Employer contribution / active EE | $5,081 | $3,712+36.9% | $5,918-14.1% | $2,270+123.8% |
| Participant deferral / active EE | $3,403 | $5,829-41.6% | $7,714-55.9% | $3,740-9.0% |
| Admin fee / account holder | $185 | $596-69.0% | $12,427-98.5% | $513-64.0% |