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) | $38,108 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,312 |
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 | $64,216 | $84,487-24.0% | $125,339-48.8% | $66,914-4.0% |
| Participation rate | 79.7% | 76.4%+3.3pp | 82.4%-2.7pp | 69.8%+9.9pp |
| Annual return | -16.17% | -8.39%-7.8pp | 572.05%-588.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $3,567 | $3,553+0.4% | $4,814-25.9% | $2,544+40.2% |
| Participant deferral / active EE | $8,940 | $6,781+31.8% | $7,446+20.1% | $4,237+111.0% |
| Admin fee / account holder | $231 | $685-66.3% | $10,010-97.7% | $593-61.1% |