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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,418 |
PURSHE KAPLAN STERLING INV8 years Service code 61 · EIN 13-3749682 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,675 | $59,417+59.3% | $93,606+1.1% | $74,495+27.1% |
| Participation rate | 66.9% | 59.7%+7.2pp | 68.7%-1.8pp | 67.2%-0.3pp |
| Annual return | 14.94% | 81.83%-66.9pp | 133.20%-118.3pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,774 | $1,264+119.5% | $2,420+14.6% | $2,623+5.8% |
| Participant deferral / active EE | $2,201 | $3,050-27.8% | $4,411-50.1% | $4,346-49.4% |
| Admin fee / account holder | $11 | $3,021-99.6% | $8,285-99.9% | $1,942-99.4% |