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 INV8+ years Service code 55 · EIN 13-3749682 | Other Commissions | $14,398 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,893 | $72,607-5.1% | $90,749-24.1% | $66,914+3.0% |
| Participation rate | 54.5% | 73.7%-19.1pp | 75.7%-21.1pp | 69.8%-15.3pp |
| Annual return | -15.89% | -12.28%-3.6pp | -12.16%-3.7pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,280 | $2,369-45.9% | $2,921-56.2% | $2,544-49.7% |
| Participant deferral / active EE | $2,883 | $3,977-27.5% | $4,564-36.8% | $4,237-31.9% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-99.9% |