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 |
|---|---|---|
Filed as: KILEY JUERGENS WEALTH MGMT. LLC Service code 26 · EIN 27-1667598 | Advisory (Participants) | $25,293 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,838 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,240 | $102,317-52.9% | $146,958-67.2% | $80,856-40.3% |
| Participation rate | 93.7% | 75.8%+17.9pp | 82.2%+11.5pp | 67.6%+26.0pp |
| Annual return | 14.39% | 134.76%-120.4pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,065 | $3,713-71.3% | $4,933-78.4% | $2,755-61.4% |
| Participant deferral / active EE | $3,792 | $6,644-42.9% | $8,070-53.0% | $4,296-11.7% |
| Admin fee / account holder | $534 | $7,941-93.3% | $12,998-95.9% | $6,918-92.3% |