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 4-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 LLC1 year Service code 26 · EIN 42-1607342 | Advisory (Participants) | $16,977 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,483 |
Service code 19 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,705 | $76,670-33.9% | $96,683-47.6% | $71,457-29.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 58.66% | 48.29%+10.4pp | 35.69%+23.0pp | 28.85%+29.8pp |
| Employer contribution / active EE | $10,823 | $3,031+257.0% | $3,737+189.6% | $2,588+318.2% |
| Participant deferral / active EE | $7,693 | $3,771+104.0% | $4,878+57.7% | $4,289+79.4% |
| Admin fee / account holder | $106 | $2,028-94.8% | $6,730-98.4% | $1,587-93.3% |