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: STEWARD PARTNERS INVESTMENT Service code 27 · EIN 32-0483695 | Advisory (Plan) | $34,868 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,010 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,851 | $104,475-16.9% | $159,436-45.5% | $79,386+9.4% |
| Participation rate | 85.1% | 76.6%+8.5pp | 82.8%+2.3pp | 70.7%+14.4pp |
| Annual return | 16.24% | 67.95%-51.7pp | 263.57%-247.3pp | 116.85%-100.6pp |
| Employer contribution / active EE | $3,702 | $3,417+8.4% | $4,829-23.3% | $2,427+52.5% |
| Participant deferral / active EE | $8,860 | $6,467+37.0% | $7,352+20.5% | $4,046+119.0% |
| Admin fee / account holder | $240 | $711-66.3% | $10,799-97.8% | $626-61.7% |