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 5-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 |
|---|---|---|
KB FINANCIAL PARTNERS, LLC4 years Filed as: KB FINANCIAL PARTNERS Service code 27 · EIN 52-2220344 | Advisory (Plan) | $266,234 |
USI CONSULTING GROUP5+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $48,588 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $16,897 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,819 | $50,815+253.9% | $155,509+15.6% | $77,643+131.6% |
| Participation rate | 88.7% | 63.1%+25.6pp | 78.2%+10.5pp | 70.6%+18.2pp |
| Annual return | 15.54% | 34.80%-19.3pp | 64.67%-49.1pp | 31.24%-15.7pp |
| Employer contribution / active EE | $9,201 | $1,993+361.8% | $4,672+96.9% | $2,726+237.6% |
| Participant deferral / active EE | $7,092 | $2,822+151.3% | $5,626+26.1% | $4,647+52.6% |
| Admin fee / account holder | $342 | $437-21.7% | $15,912-97.9% | $430-20.6% |