Filed August 1, 2025
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 |
|---|---|---|
Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $16,019 |
KEEL POINT CAPITAL LLC1 year Filed as: KEEL POINT Service code 27 · EIN 20-0166451 100 CHURCH ST SW, SUITE 500 · HUNTSVILLE, AL 358014956 | Advisory (Plan) | $14,977 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,165 | $55,002+9.4% | $59,878+0.5% | $56,287+6.9% |
| Participation rate | 90.6% | 75.9%+14.7pp | 74.7%+15.9pp | 69.9%+20.7pp |
| Annual return | -4.72% | 1.13%-5.9pp | 3.46%-8.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,650 | $2,448+8.3% | $2,722-2.6% | $2,111+25.5% |
| Participant deferral / active EE | $4,229 | $3,121+35.5% | $3,402+24.3% | $3,350+26.3% |
| Admin fee / account holder | $129 | $236-45.2% | $3,590-96.4% | $521-75.2% |