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) | $27,738 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,007 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,152 | $91,407-25.4% | $135,903-49.9% | $71,457-4.6% |
| Participation rate | 83.9% | 75.7%+8.3pp | 81.9%+2.0pp | 67.9%+16.0pp |
| Annual return | 20.22% | 29.90%-9.7pp | 68.23%-48.0pp | 28.85%-8.6pp |
| Employer contribution / active EE | $4,511 | $3,703+21.8% | $4,856-7.1% | $2,588+74.3% |
| Participant deferral / active EE | $11,652 | $7,092+64.3% | $7,758+50.2% | $4,289+171.7% |
| Admin fee / account holder | $210 | $1,266-83.4% | $10,762-98.1% | $1,587-86.8% |