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 INV5+ years Service code 55 · EIN 13-3749682 | Other Commissions | $13,496 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
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 | $74,986 | $66,310+13.1% | $93,606-19.9% | $65,185+15.0% |
| Participation rate | 60.9% | 74.0%-13.1pp | 75.8%-15.0pp | 70.2%-9.3pp |
| Annual return | 21.69% | 42.58%-20.9pp | 32.76%-11.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,289 | $2,012-35.9% | $2,718-52.6% | $2,177-40.8% |
| Participant deferral / active EE | $2,455 | $3,342-26.5% | $4,069-39.7% | $3,514-30.1% |
| Admin fee / account holder | $0 | $6,897-100.0% | $7,888-100.0% | $847-100.0% |