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 LLC7 years Service code 27 · EIN 26-2509545 | Advisory (Plan) | $47,620 |
FAULKNER, KING & WENZ PSC3 years Filed as: FAULKNER KING WENZ PSC Service code 10 · EIN 61-1038574 | Accounting | $10,400 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $8,127 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $6,420 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $98 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Annual investment return 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 | $128,527 | $129,021-0.4% | $184,203-30.2% | $77,643+65.5% |
| Participation rate | 94.7% | 87.3%+7.3pp | 86.8%+7.9pp | 70.6%+24.1pp |
| Annual return | 12.81% | 33.27%-20.5pp | 28.81%-16.0pp | 31.24%-18.4pp |
| Employer contribution / active EE | $5,881 | $4,413+33.3% | $6,427-8.5% | $2,726+115.8% |
| Participant deferral / active EE | $4,270 | $7,297-41.5% | $9,131-53.2% | $4,647-8.1% |
| Admin fee / account holder | -$113 | $254-144.6% | $13,901-100.8% | $430-126.3% |