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 | $21,891 |
Service code 15 · EIN 48-0890241 | Recordkeeping | $17,693 |
STRATEGIC FINANCIAL GROUP3 years Filed as: STEFFES FINANCIAL. LTD Service code 26 · EIN 74-2834375 | Advisory (Participants) | $16,906 |
MATRIX TRUST COMPANY1 year Service code 49 | Other Services | $45 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,311 | $91,407-46.1% | $135,903-63.7% | $71,457-31.0% |
| Participation rate | 94.1% | 75.7%+18.4pp | 81.9%+12.2pp | 67.9%+26.2pp |
| Annual return | 17.40% | 29.90%-12.5pp | 68.23%-50.8pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,012 | $3,703-72.7% | $4,856-79.2% | $2,588-60.9% |
| Participant deferral / active EE | $6,394 | $7,092-9.8% | $7,758-17.6% | $4,289+49.1% |
| Admin fee / account holder | $260 | $1,266-79.5% | $10,762-97.6% | $1,587-83.6% |