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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
KIKER WEALTH MANAGEMENT1 year Filed as: KIKER WEALTH MANAGEMENT, LLC Service code 26 · EIN 27-3317733 788 W CHURCH ST · JASPER, GA 30143 | Advisory (Participants) | $9,076 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,510 | $80,724-56.0% | $103,333-65.6% | $74,495-52.3% |
| Participation rate | 67.9% | 65.7%+2.2pp | 74.5%-6.6pp | 67.2%+0.7pp |
| Annual return | 14.21% | 27.56%-13.3pp | 24.88%-10.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,045 | $3,157-35.2% | $3,868-47.1% | $2,623-22.0% |
| Participant deferral / active EE | $3,179 | $3,860-17.6% | $5,057-37.1% | $4,346-26.8% |
| Admin fee / account holder | $100 | $2,368-95.8% | $8,355-98.8% | $1,942-94.9% |