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 MANAGEMENT4 years Filed as: KERBER ROSE WEALTH MANAGEMENT Service code 27 · EIN 30-0793896 | Advisory (Plan) | $31,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,365 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,094 | $59,417+2.8% | $93,606-34.7% | $74,495-18.0% |
| Participation rate | 91.5% | 59.7%+31.9pp | 68.7%+22.8pp | 67.2%+24.3pp |
| Annual return | 11.48% | 81.83%-70.4pp | 133.20%-121.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,192 | $1,264-5.7% | $2,420-50.8% | $2,623-54.6% |
| Participant deferral / active EE | $4,351 | $3,050+42.6% | $4,411-1.4% | $4,346+0.1% |
| Admin fee / account holder | $151 | $3,021-95.0% | $8,285-98.2% | $1,942-92.2% |