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 LLC6 years Service code 27 · EIN 26-2509545 | Advisory (Plan) | $38,829 |
FAULKNER, KING & WENZ PSC2 years Filed as: FAULKNER KING WENZ PSC Service code 10 · EIN 61-1038574 | Accounting | $9,100 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $7,449 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $5,344 |
BENEFITS ADMINISTRATORS, LLC8+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $1,100 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $40 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 | Securities brokerage commissions and ... | $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 | $109,724 | $100,227+9.5% | $169,993-35.5% | $74,419+47.4% |
| Participation rate | 94.3% | 87.3%+6.9pp | 87.0%+7.3pp | 70.7%+23.5pp |
| Annual return | 17.45% | 66.08%-48.6pp | 53.37%-35.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $5,184 | $4,263+21.6% | $6,785-23.6% | $2,637+96.6% |
| Participant deferral / active EE | $3,861 | $7,143-45.9% | $10,408-62.9% | $4,528-14.7% |
| Admin fee / account holder | -$197 | $234-184.1% | $12,815-101.5% | $348-156.7% |