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 INV2+ years Service code 27 · EIN 13-3749682 | Advisory (Plan) | $96,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,525 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,436 | $85,635-34.1% | $123,892-54.4% | $63,975-11.8% |
| Participation rate | 92.8% | 74.9%+17.9pp | 81.4%+11.4pp | 71.1%+21.7pp |
| Annual return | 11.61% | 15.74%-4.1pp | 47.52%-35.9pp | 48.65%-37.0pp |
| Employer contribution / active EE | $1,882 | $3,076-38.8% | $4,617-59.2% | $2,182-13.7% |
| Participant deferral / active EE | $7,548 | $5,667+33.2% | $5,984+26.1% | $3,356+124.9% |
| Admin fee / account holder | $75 | $75+0.4% | $8,357-99.1% | $70+6.8% |