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 10-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: NORTH AMERICAN KTRADE ALLIANCE Service code 10 · EIN 32-0169227 | Accounting | $21,038 |
Filed as: STEFFES FINANCIAL. LTD Service code 26 · EIN 74-2834375 | Advisory (Participants) | $16,949 |
Service code 10 · EIN 48-1246310 | Accounting | $7,750 |
Service code 15 · EIN 48-0890241 | Recordkeeping | $7,483 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,719 | $104,475-41.9% | $159,436-61.9% | $79,386-23.5% |
| Participation rate | 94.7% | 76.6%+18.1pp | 82.8%+11.9pp | 70.7%+24.0pp |
| Annual return | 14.90% | 67.95%-53.1pp | 263.57%-248.7pp | 116.85%-102.0pp |
| Employer contribution / active EE | $878 | $3,417-74.3% | $4,829-81.8% | $2,427-63.8% |
| Participant deferral / active EE | $6,415 | $6,467-0.8% | $7,352-12.7% | $4,046+58.6% |
| Admin fee / account holder | $242 | $711-66.0% | $10,799-97.8% | $626-61.4% |