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 LLC5 years Service code 27 · EIN 26-2509545 | Advisory (Plan) | $38,238 |
Filed as: FAULKNER KING WENZ PSC Service code 10 · EIN 61-1038574 | Accounting | $17,250 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $5,417 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $5,012 |
BENEFITS ADMINISTRATORS, LLC7+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $1,100 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $15 |
CHARLES SCHWAB & CO., INC.7+ 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 | $95,837 | $86,897+10.3% | $151,611-36.8% | $64,808+47.9% |
| Participation rate | 95.3% | 87.3%+8.0pp | 87.5%+7.8pp | 71.5%+23.8pp |
| Annual return | -16.37% | -3.57%-12.8pp | 3.33%-19.7pp | 32.82%-49.2pp |
| Employer contribution / active EE | $4,722 | $4,010+17.8% | $6,166-23.4% | $2,506+88.4% |
| Participant deferral / active EE | $3,594 | $6,690-46.3% | $8,363-57.0% | $4,310-16.6% |
| Admin fee / account holder | $236 | $153+54.2% | $11,616-98.0% | $188+25.6% |