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 INV9+ years Service code 27 · EIN 13-3749682 | Advisory (Plan) | $65,655 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,623 | $50,815+159.0% | $155,509-15.4% | $77,643+69.5% |
| Participation rate | 72.3% | 63.1%+9.2pp | 78.2%-5.9pp | 70.6%+1.7pp |
| Annual return | 14.61% | 34.80%-20.2pp | 64.67%-50.1pp | 31.24%-16.6pp |
| Employer contribution / active EE | $2,028 | $1,993+1.8% | $4,672-56.6% | $2,726-25.6% |
| Participant deferral / active EE | $4,114 | $2,822+45.8% | $5,626-26.9% | $4,647-11.5% |
| Admin fee / account holder | $249 | $437-42.9% | $15,912-98.4% | $430-42.1% |