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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,711 |
PURSHE KAPLAN STERLING INV3 years Filed as: PURSHE KAPLAN & STERLING INVESTMENT Service code 22 · EIN 13-3749682 | Insurance Broker | $14,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,914 | $77,899+32.1% | $149,673-31.2% | $75,163+36.9% |
| Participation rate | 97.4% | 65.6%+31.8pp | 78.8%+18.6pp | 67.2%+30.2pp |
| Annual return | 17.81% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,819 | $3,137-10.1% | $4,818-41.5% | $2,670+5.6% |
| Participant deferral / active EE | $7,066 | $3,411+107.1% | $5,680+24.4% | $4,125+71.3% |
| Admin fee / account holder | $234 | $5,956-96.1% | $13,210-98.2% | $5,651-95.9% |