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 9-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 INV6+ years Service code 55 · EIN 13-3749682 | Other Commissions | $59,575 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,996 |
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 | $176,125 | $61,156+188.0% | $185,823-5.2% | $79,386+121.9% |
| Participation rate | 83.5% | 66.6%+16.9pp | 81.7%+1.8pp | 70.7%+12.8pp |
| Annual return | 13.78% | 19.45%-5.7pp | 122.05%-108.3pp | 116.85%-103.1pp |
| Employer contribution / active EE | $7,352 | $2,321+216.8% | $5,167+42.3% | $2,427+202.8% |
| Participant deferral / active EE | $4,921 | $2,789+76.5% | $5,568-11.6% | $4,046+21.6% |
| Admin fee / account holder | $10 | $710-98.6% | $16,237-99.9% | $626-98.5% |