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 55 · EIN 13-3749682 | Other Commissions | $37,471 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,750 |
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 | $80,221 | $64,909+23.6% | $82,313-2.5% | $62,292+28.8% |
| Participation rate | 92.3% | 74.9%+17.4pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 17.26% | 21.18%-3.9pp | 25.88%-8.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $644 | $1,676-61.6% | $2,428-73.5% | $2,042-68.5% |
| Participant deferral / active EE | $4,085 | $3,103+31.6% | $3,706+10.2% | $3,169+28.9% |
| Admin fee / account holder | $8 | $440-98.1% | $5,608-99.9% | $479-98.3% |