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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,547 |
PURSHE KAPLAN STERLING INV7+ years Service code 55 · EIN 13-3749682 | Other Commissions | $16,273 |
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 | $120,760 | $65,061+85.6% | $143,757-16.0% | $66,914+80.5% |
| Participation rate | 78.9% | 65.2%+13.7pp | 80.3%-1.4pp | 69.8%+9.1pp |
| Annual return | -15.89% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $7,700 | $2,361+226.2% | $4,951+55.5% | $2,544+202.6% |
| Participant deferral / active EE | $4,889 | $2,919+67.5% | $5,637-13.3% | $4,237+15.4% |
| Admin fee / account holder | $190 | $502-62.1% | $14,673-98.7% | $593-67.9% |