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 |
|---|---|---|
KERBERROSE WEALTH MANAGEMENT2 years Filed as: KERBER ROSE WEALTH MANAGEMENT Service code 27 · EIN 30-0793896 | Advisory (Plan) | $31,525 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,615 |
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 | $52,001 | $49,451+5.2% | $79,550-34.6% | $66,914-22.3% |
| Participation rate | 87.7% | 61.3%+26.4pp | 69.5%+18.3pp | 69.8%+17.9pp |
| Annual return | -13.18% | 84.25%-97.4pp | 0.16%-13.3pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,974 | $1,266+56.0% | $2,413-18.2% | $2,544-22.4% |
| Participant deferral / active EE | $4,568 | $3,159+44.6% | $3,985+14.6% | $4,237+7.8% |
| Admin fee / account holder | $153 | $595-74.3% | $6,832-97.8% | $593-74.2% |