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 | $33,142 |
Service code 37 · EIN 04-2647786 | Loan Processing | $905 |
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 | $67,221 | $59,186+13.6% | $76,768-12.4% | $56,287+19.4% |
| Participation rate | 87.8% | 75.2%+12.5pp | 77.0%+10.8pp | 69.9%+17.9pp |
| Annual return | -4.96% | 6.62%-11.6pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $639 | $1,759-63.7% | $2,485-74.3% | $2,111-69.7% |
| Participant deferral / active EE | $4,095 | $3,255+25.8% | $3,852+6.3% | $3,350+22.2% |
| Admin fee / account holder | $4 | $489-99.2% | $6,675-99.9% | $521-99.2% |