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 8-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: KERBER ROSE WEALTH MANAGEMENT Service code 27 · EIN 30-0793896 | Advisory (Plan) | $10,764 |
ANDERSON, TACKMAN & COMPANY, PLC5+ years Service code 10 · EIN 38-1977929 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,124 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,621 | $59,263+4.0% | $96,562-36.2% | $79,386-22.4% |
| Participation rate | 79.8% | 61.9%+17.9pp | 69.8%+10.0pp | 70.7%+9.1pp |
| Annual return | 11.65% | 27.07%-15.4pp | 37.78%-26.1pp | 116.85%-105.2pp |
| Employer contribution / active EE | $1,917 | $1,216+57.7% | $2,356-18.6% | $2,427-21.0% |
| Participant deferral / active EE | $4,075 | $2,948+38.2% | $3,849+5.9% | $4,046+0.7% |
| Admin fee / account holder | $218 | $658-66.8% | $6,181-96.5% | $626-65.2% |