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 LLC3+ years Service code 55 · EIN 42-1607342 | Other Commissions | $28,752 |
Service code 37 · EIN 04-2647786 | Loan Processing | $500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,176 | $71,192+18.2% | $117,854-28.6% | $62,292+35.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 79.7%+7.8pp | 69.5%+18.0pp |
| Annual return | 15.75% | 18.66%-2.9pp | 335.08%-319.3pp | 28.90%-13.1pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,694 | $3,189+15.8% | $4,482-17.6% | $3,169+16.6% |
| Admin fee / account holder | $3 | $587-99.5% | $8,020-100.0% | $479-99.3% |