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, LLC11+ years Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 10 · EIN 32-0169227 | Accounting | $31,635 |
DEMARS PENSION CONSULTING SERVICES11+ years Service code 15 · EIN 48-0890241 | Recordkeeping | $23,339 |
STRATEGIC FINANCIAL GROUP5 years Filed as: STEFFES FINANCIAL. LTD Service code 26 · EIN 74-2834375 | Advisory (Participants) | $21,273 |
MATRIX TRUST COMPANY3 years Service code 49 | Other Services | $72 |
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 | $78,720 | $100,923-22.0% | $150,045-47.5% | $74,304+5.9% |
| Participation rate | 92.7% | 70.1%+22.6pp | 82.3%+10.4pp | 60.3%+32.4pp |
| Annual return | 17.25% | 51.77%-34.5pp | 62.55%-45.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $2,149 | $3,463-38.0% | $4,693-54.2% | $2,241-4.1% |
| Participant deferral / active EE | $7,908 | $6,709+17.9% | $7,997-1.1% | $3,767+109.9% |
| Admin fee / account holder | $410 | $2,767-85.2% | $13,435-96.9% | $2,969-86.2% |