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 |
|---|---|---|
NORTH AMERICAN KTRADE ALLIANCE, LLC10+ years Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 10 · EIN 32-0169227 | Accounting | $28,383 |
DEMARS PENSION CONSULTING SERVICES10+ years Service code 15 · EIN 48-0890241 | Recordkeeping | $21,687 |
STRATEGIC FINANCIAL GROUP4 years Filed as: STEFFES FINANCIAL. LTD Service code 26 · EIN 74-2834375 | Advisory (Participants) | $19,975 |
MATRIX TRUST COMPANY2 years Service code 49 | Other Services | $55 |
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 | $56,400 | $101,317-44.3% | $146,958-61.6% | $74,495-24.3% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.5pp |
| Annual return | 14.43% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,089 | $3,810-45.2% | $4,933-57.7% | $2,623-20.4% |
| Participant deferral / active EE | $7,448 | $7,303+2.0% | $8,070-7.7% | $4,346+71.4% |
| Admin fee / account holder | $333 | $1,739-80.9% | $12,998-97.4% | $1,942-82.9% |