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 | $18,758 |
SEK CPAS AND ADVISORS1 year Filed as: SEK CPAS & ADVISORS Service code 10 · EIN 52-0783935 | Accounting | $10,250 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,639 | $84,487+38.1% | $125,339-6.9% | $66,914+74.3% |
| Participation rate | 79.7% | 76.4%+3.3pp | 82.4%-2.7pp | 69.8%+9.9pp |
| Annual return | -16.66% | -8.39%-8.3pp | 572.05%-588.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $3,082 | $3,553-13.3% | $4,814-36.0% | $2,544+21.1% |
| Participant deferral / active EE | $7,004 | $6,781+3.3% | $7,446-5.9% | $4,237+65.3% |
| Admin fee / account holder | $99 | $685-85.6% | $10,010-99.0% | $593-83.3% |