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 INV8+ years Service code 27 · EIN 13-3749682 | Advisory (Plan) | $55,911 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,132 | $47,126+135.8% | $149,673-25.8% | $74,419+49.3% |
| Participation rate | 76.7% | 63.4%+13.3pp | 78.8%-2.1pp | 70.7%+6.0pp |
| Annual return | 15.10% | 22.75%-7.7pp | 134.42%-119.3pp | 34.38%-19.3pp |
| Employer contribution / active EE | $5,530 | $1,905+190.2% | $4,818+14.8% | $2,637+109.7% |
| Participant deferral / active EE | $4,293 | $2,728+57.4% | $5,680-24.4% | $4,528-5.2% |
| Admin fee / account holder | $198 | $343-42.2% | $13,210-98.5% | $348-43.0% |