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 | $21,887 |
STRATEGIC FINANCIAL GROUP2 years Filed as: STEFFES FINANCIAL. LTD Service code 26 · EIN 74-2834375 | Advisory (Participants) | $16,841 |
Service code 15 · EIN 48-0890241 | Recordkeeping | $15,458 |
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 | $47,704 | $84,487-43.5% | $125,339-61.9% | $66,914-28.7% |
| Participation rate | 93.9% | 76.4%+17.5pp | 82.4%+11.5pp | 69.8%+24.1pp |
| Annual return | -16.86% | -8.39%-8.5pp | 572.05%-588.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $968 | $3,553-72.8% | $4,814-79.9% | $2,544-62.0% |
| Participant deferral / active EE | $6,196 | $6,781-8.6% | $7,446-16.8% | $4,237+46.2% |
| Admin fee / account holder | $315 | $685-54.0% | $10,010-96.8% | $593-46.8% |