See peer percentile detail with Solo.
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.
| 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 | $129,021-89.7% | $184,203-92.8% | $77,643-82.9% |
| Participation rate | 86.3% | 87.3%-1.0pp | 86.8%-0.5pp | 70.6%+15.8pp |
| Annual return | 0.00% | 33.27%-33.3pp | 28.81%-28.8pp | 31.24%-31.2pp |
| Employer contribution / active EE | $5,025 | $4,413+13.9% | $6,427-21.8% | $2,726+84.3% |
| Participant deferral / active EE | $13,587 | $7,297+86.2% | $9,131+48.8% | $4,647+192.4% |
| Admin fee / account holder | $824 | $254+224.6% | $13,901-94.1% | $430+91.5% |