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.
| Provider | Service type | Compensation |
|---|---|---|
SOUDERS FINANCIAL ADVISORS LLC1+ years Filed as: SOUDERS FINANCIAL ADVISORS, LLC Service code 99 · EIN 82-4516448 | Other Fees | $9,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,285 | $129,095-89.7% | $184,200-92.8% | $77,671-82.9% |
| Participation rate | 86.3% | 87.3%-1.0pp | 86.8%-0.5pp | 70.6%+15.7pp |
| Annual return | 0.00% | 33.29%-33.3pp | 28.80%-28.8pp | 31.21%-31.2pp |
| Employer contribution / active EE | $5,025 | $4,410+13.9% | $6,424-21.8% | $2,726+84.3% |
| Participant deferral / active EE | $13,587 | $7,300+86.1% | $9,132+48.8% | $4,648+192.3% |
| Admin fee / account holder | $824 | $256+222.3% | $13,907-94.1% | $430+91.5% |