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 |
|---|---|---|
KEEL POINT CAPITAL LLC2 years Service code 55 · EIN 42-1607342 | Other Commissions | $24,619 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $575 |
Form 5500 reported that benefits due were not provided when due.
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 | $41,537 | $80,753-48.6% | $136,294-69.5% | $62,292-33.3% |
| Participation rate | 70.8% | 73.5%-2.7pp | 81.9%-11.1pp | 69.5%+1.3pp |
| Annual return | 18.73% | 35.83%-17.1pp | 5155.94%-5137.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $2,827 | $2,884-2.0% | $4,695-39.8% | $2,042+38.4% |
| Participant deferral / active EE | $3,313 | $5,164-35.8% | $6,247-47.0% | $3,169+4.5% |
| Admin fee / account holder | $2 | $525-99.6% | $9,243-100.0% | $479-99.5% |