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 INV2 years Service code 55 · EIN 13-3749682 | Other Commissions | $45,834 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,181 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,119 | $81,537-66.7% | $149,718-81.9% | $69,631-61.1% |
| Participation rate | 92.3% | 86.1%+6.2pp | 87.1%+5.3pp | 70.7%+21.6pp |
| Annual return | 25.62% | 22.79%+2.8pp | 1501.63%-1476.0pp | 27571.02%-27545.4pp |
| Employer contribution / active EE | $967 | $3,239-70.1% | $5,445-82.2% | $2,032-52.4% |
| Participant deferral / active EE | $5,112 | $4,994+2.4% | $6,569-22.2% | $3,224+58.6% |
| Admin fee / account holder | $10 | $107-91.0% | $11,283-99.9% | $110-91.3% |