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 MANAGEMENT3 years Filed as: KERBER ROSE WEALTH MANAGEMENT Service code 27 · EIN 30-0793896 | Advisory (Plan) | $29,012 |
ANDERSON, TACKMAN & COMPANY, PLC7+ years Service code 10 · EIN 38-1977929 | Accounting | $19,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,980 |
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 | $57,806 | $54,701+5.7% | $86,188-32.9% | $71,457-19.1% |
| Participation rate | 83.4% | 60.1%+23.3pp | 69.0%+14.5pp | 67.9%+15.5pp |
| Annual return | 12.58% | 20.06%-7.5pp | 1168.45%-1155.9pp | 28.85%-16.3pp |
| Employer contribution / active EE | $1,664 | $1,265+31.5% | $2,380-30.1% | $2,588-35.7% |
| Participant deferral / active EE | $4,268 | $3,108+37.3% | $3,985+7.1% | $4,289-0.5% |
| Admin fee / account holder | $218 | $1,922-88.7% | $6,852-96.8% | $1,587-86.3% |