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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,181 |
Filed as: KERBER ROSE WEALTH MANAGEMENT Service code 27 · EIN 30-0793896 | Advisory (Plan) | $16,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,279 | $79,184-49.1% | $102,438-60.7% | $74,546-46.0% |
| Participation rate | 89.6% | 74.8%+14.8pp | 76.5%+13.1pp | 67.2%+22.4pp |
| Annual return | 14.27% | 54.95%-40.7pp | 29.37%-15.1pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $1,959 | $2,362-17.1% | $3,024-35.2% | $2,624-25.4% |
| Participant deferral / active EE | $4,072 | $4,414-7.8% | $5,054-19.4% | $4,347-6.3% |
| Admin fee / account holder | $178 | $2,001-91.1% | $9,448-98.1% | $1,944-90.8% |