See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KERBER ROSE WEALTH MANAGEMENT Service code 26 · EIN 30-0793896 | Advisory (Participants) | $50,585 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $224 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,404 | $55,415+292.3% | $155,509+39.8% | $74,495+191.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.74% | 268.50%-254.8pp | 64.67%-50.9pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $9,037 | $2,267+298.6% | $4,672+93.4% | $2,623+244.5% |
| Participant deferral / active EE | $7,023 | $2,836+147.6% | $5,626+24.8% | $4,346+61.6% |
| Admin fee / account holder | $768 | $1,738-55.8% | $15,912-95.2% | $1,942-60.4% |