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 LLC8 years Service code 27 · EIN 26-2509545 | Advisory (Plan) | $53,172 |
FAULKNER, KING & WENZ PSC4 years Filed as: FAULKNER KING WENZ PSC Service code 10 · EIN 61-1038574 | Accounting | $10,750 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $7,472 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $7,232 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $13 |
CHARLES SCHWAB & CO., INC.10+ 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 | $145,992 | $131,799+10.8% | $200,582-27.2% | $85,563+70.6% |
| Participation rate | 97.0% | 87.9%+9.1pp | 86.9%+10.1pp | 66.0%+31.1pp |
| Annual return | 15.38% | 21.59%-6.2pp | 42.33%-26.9pp | 31.51%-16.1pp |
| Employer contribution / active EE | $5,960 | $4,532+31.5% | $6,419-7.1% | $2,654+124.6% |
| Participant deferral / active EE | $4,305 | $7,702-44.1% | $9,331-53.9% | $4,375-1.6% |
| Admin fee / account holder | -$195 | $235-182.9% | $16,305-101.2% | $834-123.3% |