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 INV4+ years Service code 55 · EIN 13-3749682 | Other Commissions | $13,271 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,266 | $58,083+12.4% | $80,019-18.4% | $56,287+16.0% |
| Participation rate | 55.8% | 73.6%-17.9pp | 75.8%-20.1pp | 69.9%-14.1pp |
| Annual return | -6.10% | 34.61%-40.7pp | 11.22%-17.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $852 | $1,932-55.9% | $2,468-65.5% | $2,111-59.6% |
| Participant deferral / active EE | $1,901 | $3,135-39.3% | $3,686-48.4% | $3,350-43.2% |
| Admin fee / account holder | $1 | $623-99.8% | $6,521-100.0% | $521-99.8% |