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 LLC4 years Service code 27 · EIN 26-2509545 | Advisory (Plan) | $40,217 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $5,496 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $3,925 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $481 |
BENEFITS ADMINISTRATORS, LLC6+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,352 | $121,341+3.3% | $189,513-33.9% | $79,386+57.9% |
| Participation rate | 96.4% | 86.1%+10.3pp | 87.8%+8.6pp | 70.7%+25.7pp |
| Annual return | 14.19% | 21.08%-6.9pp | 555.15%-541.0pp | 116.85%-102.7pp |
| Employer contribution / active EE | $5,210 | $3,915+33.1% | $6,162-15.4% | $2,427+114.6% |
| Participant deferral / active EE | $3,490 | $6,395-45.4% | $8,221-57.5% | $4,046-13.7% |
| Admin fee / account holder | $58 | $651-91.1% | $12,045-99.5% | $626-90.7% |