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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $107,978 |
Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $38,031 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,718 | $91,517-18.4% | $101,248-26.2% | $73,409+1.8% |
| Participation rate | 98.5% | 73.8%+24.7pp | 75.8%+22.7pp | 72.2%+26.3pp |
| Annual return | 8.08% | 17.17%-9.1pp | 46.47%-38.4pp | 59.29%-51.2pp |
| Employer contribution / active EE | $1,548 | $2,877-46.2% | $3,660-57.7% | $2,234-30.7% |
| Participant deferral / active EE | $5,388 | $3,338+61.4% | $4,370+23.3% | $3,805+41.6% |
| Admin fee / account holder | $237 | $216+9.6% | $5,945-96.0% | $158+49.9% |