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 INV3+ years Service code 27 · EIN 13-3749682 | Advisory (Plan) | $81,998 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,026 |
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 | $75,699 | $96,458-21.5% | $136,294-44.5% | $77,958-2.9% |
| Participation rate | 95.1% | 75.4%+19.7pp | 81.9%+13.2pp | 71.6%+23.5pp |
| Annual return | 23.11% | 23.78%-0.7pp | 5155.94%-5132.8pp | 20.87%+2.2pp |
| Employer contribution / active EE | $2,103 | $3,144-33.1% | $4,695-55.2% | $2,310-9.0% |
| Participant deferral / active EE | $8,524 | $5,902+44.4% | $6,247+36.5% | $3,537+141.0% |
| Admin fee / account holder | $49 | $80-38.9% | $9,243-99.5% | $97-49.5% |