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 |
|---|---|---|
PURSHE KAPLAN STERLING INV6 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $31,723 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,160 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,533 | $104,475-16.2% | $159,436-45.1% | $79,386+10.3% |
| Participation rate | 84.1% | 76.6%+7.5pp | 82.8%+1.3pp | 70.7%+13.4pp |
| Annual return | 15.47% | 67.95%-52.5pp | 263.57%-248.1pp | 116.85%-101.4pp |
| Employer contribution / active EE | $3,215 | $3,417-5.9% | $4,829-33.4% | $2,427+32.5% |
| Participant deferral / active EE | $7,145 | $6,467+10.5% | $7,352-2.8% | $4,046+76.6% |
| Admin fee / account holder | $17 | $711-97.6% | $10,799-99.8% | $626-97.2% |